Summary

The Bank Customer Relations Specialist controls the issuance and renewal of credit cards by the organization. The Bank Customer Relationship Specialist interacts with customers to provide a variety of general information in response to inquiries about products and services.

Essential Duties & Responsibilities

• Interface with clients and gather financial information.
• Opens customer accounts by collecting and analyzing customer information.
• Prepares product or service reports by collecting and analyzing customer information.
• Resolves product or service problems by clarifying the customer’s complaint, determining the root cause of the problem, identifying and executing the best solution, expediting correction or adjustment, and following up to ensure resolution.
• Conducts basic credit review.
• Provides management with summaries of collected credit information to assist in determining credit worthiness.
• Ensures all financial and credit records are maintained and stored according to record retention guidelines.

Qualifications

• Understand and comply with all regulations, including the Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc.
• Strong Knowledge of credit principles and processes for providing customer and personal services.
• Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
• Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things.
• Strong verbal and written communication skills with an ability to communicate effectively during inter-departmental and external interactions.

Education & Experience

• High School Diploma or equivalent experience required; college degree preferred.
• No experience required, 1+ years' related customer service experience and temporary experience preferred.

Systems & Technology

• Proficient in Microsoft Excel, Word, and Outlook

Stifel is a more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success – and 26 years of continual growth – is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.