Client Success Ambassador
4 weeks ago
As a Client Success Ambassador, you will be the face of our organization, delivering exceptional customer service and building long-lasting relationships with our clients. Our team is dedicated to helping our customers achieve their financial goals, and we're looking for someone who shares our passion.
The ideal candidate will be proactive, personable, and tech-savvy, with a proven track record of providing excellent customer service in a fast-paced environment. You will be responsible for processing daily transactions, identifying opportunities to upsell and cross-sell products, and fostering a positive branch culture.
We offer a competitive salary of $63,000 - $80,000 per year, depending on experience, as well as a comprehensive benefits package, including medical, dental, and vision coverage, a generous retirement plan, and paid time off.
If you're a motivated and customer-focused individual who thrives in a team environment, we'd love to hear from you
Key Responsibilities:- Provide exceptional customer service, resolving issues promptly and professionally
- Process daily transactions, maintaining accuracy and attention to detail
- Identify opportunities to upsell and cross-sell products, driving revenue growth and customer satisfaction
- Foster a positive branch culture, promoting teamwork and collaboration
- Stay up-to-date on product knowledge and industry trends, sharing expertise with colleagues and clients
- A competitive salary of $63,000 - $80,000 per year, depending on experience
- A comprehensive benefits package, including medical, dental, and vision coverage
- A generous retirement plan, with company matching contributions
- Paid time off, including vacation days and holidays
- Ongoing training and development opportunities, supporting your career growth and success
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