Case Advisor
Salt Lake City, UT
Contract (6 months)
- Responsible for supporting internal and external customers by providing a more complex variety of support services in account management, operations, documentation, customer service, and technical support.
- Duties include: working with existing customers and relationship managers to present product or service information, discuss operating problems and identify opportunities to cross-sell other services; assessing and analyzing account activity, reports, cash flow projections and financial statements for customers to identify irregularities and determine retention resolution; preparing monthly/quarterly financial and profitability reports and loan reports; promoting Bank services and seeking new business with present and prospective customers; consulting with senior management on high-level financial planning; identifying external customer needs and evaluating profitability and risk; preparing marketing proposals; assisting with special projects relating to product conversions and new product development.
- Provide guidance to lower-level staff.
Required Qualifications:
- 7 years of client service experience, related business experience, or a combination of both
Desired Qualifications:
- Strong project management skills
- Strong organizational, multi-tasking, and prioritizing skills
- Ability to work independently Excellent verbal, written, and interpersonal communication skills
- Strong analytical skills with high attention to detail and accuracy
- Good analysis, tracking, trending, and modeling skills
- Experience implementing solutions on behalf of the customer or client, while improving productivity and customer satisfaction
- Intermediate Microsoft Office (Word, Excel, Outlook, PowerPoint, Access, and Project) skills
- Strong collaboration skills
Company:Strategic Staffing SolutionsLocation:Utah - United StatesJob Types:ContractPost Date:November 5, 2021Valid Through:December 4, 2021