Account Specialist - Springfield, Ohio
About Our Opportunity
The Account Specialist provides exceptional customer service by delivering financial services. Customer service is defined as internal and external customer care. Responsibilities include loan origination and delivery of credit, evaluating the portfolio to identify cross-selling opportunities and marketing campaigns for those opportunities, and continued communication with the customer during the loan approval process.
How You Will Spend Your Time
- Create an exceptional customer experience by delivering timely and thorough service in a way that exceeds customer expectations while meeting internal deadlines.
- Work with peers and customers to understand customer goals, credit strengths and weaknesses to deliver value-added information that will assist them in their farming operation.
- Establish, develop, and maintain strong customer relationships by sharing in active conversations and consistently providing exceptional customer service. Occasionally involved in joint sales calls to enhance customer relationships.
- Use technology effectively to streamline operations and support customers.
- Obtain and process new applications, renewals, and loan servicing requests.
- Interpret and evaluate financial information; ask probing/ follow up questions to recommend the appropriate product or service.
- Deliver loan decisions, talking points and conditions.
- Follow guidance in all process guides as appropriate for the role, proactively staying up to date with all association changes/ownership/accountability.
- Renewal administration including requesting financial information from customers, meeting with customers, inputting financial information and adhering to targets and timelines.
- Proactively evaluate the portfolio and assess customer information to cross-sell products.
- Partner with Financial Officers to plan and implement marketing strategies.
- Utilize new tools and resources to deliver an exceptional customer experience.
- Monitor and ensure compliance with regulatory and procedural guidelines to minimize risk to the association.