Client Solution Specialist

  • TIAA Bank
  • Dallas, TX
  • Jan 23, 2019
Full time Other

Job Description

  • Maintain quality service to all clients by answering product and service questions, cross-selling related products and services, and being courteous and responsive to all clients' needs
    • Maintain client records by verifying and updating account information
    • Resolve product or service problems in a timely manner by listening, determining the cause of the problem, selecting, and explaining the best solution to solve the problem; expediting the solution and following up with the client
    • Maintain bank operations by following established policies and procedures and reporting needed changes while complying with federal, state, and local banking regulations
    • Contribute to team effort by answering client phone calls in a timely manner
    • Take ownership in problem resolution
    • Complete all duties as assigned