Client Services Advisor

    • Denver, CO

Title: Client Services Advisor

Location: Greenwood Village, Co

Job Responsibilities:

  • Strongly knowledgeable and compliant of all company policies and related procedures and regulations.
  • Interacts and interviews customers to determine financial needs to recommend the most appropriate products.
  • Familiar with entire deposit product line, cash management services and loans, including benefits, services charges and restrictions.
  • Cross-sells products and services to customer base.
  • Obtains and assembles all required account documentation and boards new accounts.
  • Provides a high level of customer service, in person, by phone and email,, and assists with resolving issues, banking and financial education and transactional research.
  • Recognizes and reports customer and working environment issues observed.
  • Completes all required training successfully and in a timely manner.
  • Conducts interaction with customers and staff in a courteous and professional manner providing prompt, efficient, and accurate service.
  • Enters and updates information in a customized company database
  • Responsible for interfacing with multiple departments to assure that project completion deadlines are met

Requirements
  • 2+ years of Client Support experience within the Finance industry or similar
  • Bachelors degree preferred
  • Clear written and verbal communcation skills
  • Technical proficiency

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Addison Group provides clients with exceptional human capital solutions.

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