Bank Customer Relationship Specialist III- Credit Cards Job Listing at Stifel in Saint Louis, MO (Job ID 6353)

Description

The Bank Customer Relations Specialist III controls the organization's issuance and renewal of credit cards. This role interacts with customers to provide general information in response to inquiries about products and services.

• Interface with clients and gather financial information.
• Open customer accounts and prepare product or service reports by collecting and analyzing customer information.
• Resolve 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, and following up to ensure resolution.
• Conduct basic credit investigations and collect financial information.
• Provide management with summaries of collected credit information to assist in determining creditworthiness.
• Ensure all financial and credit records are maintained and stored according to record retention guidelines.
• Act as a mentor for new specialists, assisting with questions, reviewing work products, and advising on department policy and procedure.
• Work closely with the manager to prioritize the workflow based on staffing and capacity.

• Understand and comply with all regulations, including the Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act,
• Strong Knowledge of credit principles and processes for providing customer and personal
• Knowledge of administrative and clerical procedures and systems such as Microsoft Word, managing files and records, transcription, designing forms, and other office procedures and
• When learning or teaching new things, select and use training/instructional methods and procedures appropriate for the
• Strong verbal and written communication skills with an ability to communicate effectively during inter-departmental and external
• Exemplary teamwork and leadership skills with the ability to train and mentor others within the department.

• Minimum Required: High School Diploma or equivalent.
• Minimum Required: 4-6 years of customer service experience.

• Minimum Required: None.

• Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.

Stifel is 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 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.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel's bank and trust companies are affirmative action and equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law.  If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following posters:  Know Your Rights and Pay Transparency.

Stifel is an Equal Opportunity Employer.