The Customer Relationship Specialist provides exceptional, first-level, internal and external customer service. Responsibilities include helping to market, cross-sell and deliver credit and other financial services to our customers and prospective customers. This position also provides administrative support for others in the field business development division, and maintains information and reporting as directed.
MAJOR RESPONSIBILITIES :
1. CUSTOMER RELATIONSHIPS: Establishes, develops, and maintains strong internal and external customer relationships by consistently providing quality service that is timely, thorough, and responsive and exceeds customer expectations. Receives walk-in customers and incoming customer calls and provides administrative support to field business development division team members including sales office staff, and crop insurance and Agribusiness team members.
2. CROSS-SELLING: Develops a customer relationship by proactively cross-selling core products and other services to our customers or prospective customers. This includes following up on Agnition loans for cross-sell opportunities.
3. INFORMATION MAINTENANCE AND REPORTING: Monitors database entry and reporting; maintains association database; processes required reports from FCS databases; and backs up information daily.
4. TEAM COORDINATION and ADMINISTRATIVE SUPPORT: Coordinates with field business development division team members including sales office staff, and crop insurance and Agribusiness team members to build relationships with and serve customers. Provides administrative support for all of these roles, as assigned, including direct mailing, event/meeting planning, appointment scheduling, scanning, copying, and customer communication. Helps coordinate with credit staff on processing, organizing and completing individual loans, as assigned. Coordinates with support departments to answer questions, resolve operation problems and share necessary information
Education and Experience
This is an entry level position for a Customer Relationship Specialist. The primary responsibility is to coordinate customer information and become a fully functional Customer Relationship Specialist through training and on-the-job experience.
Minimum Qualifications: High School diploma and at least one year experience in two or more of the following areas: administrative support, financially related customer service or computer operations.
We are proud to be an EEO/AA employer M/F/D/V. .
Farm Credit Mid-America - 13 months ago