Maintains financial accounts by processing customer adjustments. Recommends potential products or services to management by collecting customer information and analyzing customer needs .Prepares product or service reports by collecting and analyzing customer information. Contributes to team effort by accomplishing related results as needed.Opens customer accounts by recording account information.Maintains customer records by updating account information.Resolves product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution.
Providing superior customer service, in financial services, both on the phone and in person, to current and potential customers seeking loans
Performing a variety of cashier functions including posting payments and making off-site bank deposits
Maintaining loan files for 100% compliance with company policies and procedures.
Other functions include but are not limited to: collecting payments, completing and processing loan applications, and making collection calls answering phones, photocopying, filing, etc.
May perform additional functions depending on market demand and branch staffing in order to provide consistent quality customer service
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Creative Financial Staffing (CFS) is a leading, employee-owned staffing firm—the largest one founded by CPA firms. Since our founding in 1994, CFS has established 30+ offices in the United States and the Caribbean. Understanding & delivering: With more than two decades of experience, CFS has unique resources to better understand hiring needs, attract higher-caliber candidates and assess candidate potential. Locating and hiring accounting, finance & IT professionals is our specialty. Highly qualified professionals at every level: We are committed to recruiting top talent for our clients, ranging from entry to senior level professionals. To develop a list of quality candidates, we conduct a rigorous screening process involving personal interviews, professional reference checks, and employment/degree verification. Personal attention: Time and time again our clients commend us on our individual focus and service. Client and recruit satisfaction is the most important part of our business, and we work hard to ensure that each placement we make is the absolute best. Career Opportunities We are growing! CFS is always looking for team-oriented, enthusiastic, entrepreneurial and customer service driven professionals to join our team. If this sounds like you, come join our team and see what we're all about! Headquarters