Customer Service Specialist
CurrentFrontline CSS responsible for:- Serve customers by managing documents, information, and financial transactions in an organized, efficient manner following all relevant security procedures- Cultivate trusting relationships with members; taking note of their personal needs- Meet monthly targets in the best interest of our members- Set up appointments and refer members to the appropriate members of our team- Branch Ambassador: Communicate changes within the company to the… Show more Frontline CSS responsible for:- Serve customers by managing documents, information, and financial transactions in an organized, efficient manner following all relevant security procedures- Cultivate trusting relationships with members; taking note of their personal needs- Meet monthly targets in the best interest of our members- Set up appointments and refer members to the appropriate members of our team- Branch Ambassador: Communicate changes within the company to the team- Opening of personal accounts- Processing estates and reviewing documentation- Detailed use of CRM Show less