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The Client Service Professional (CSP), reporting into the Client Service Leader, will deliver an outstanding client experience by creating a warm and welcoming first and lasting impression that exceeds the unique needs and preferences of each client.
Essential Skills
- Document use
- Oral communication
- Working with others
- Critical thinking
- Finding information
- Computer use
Additional Skills
- Provide basic information to clients and the public
- Maintain records
- Data entry
Specific Skills
- Schedule and confirm appointments
- Record and relay information
- Perform clerical duties, such as filing and sorting and distributing mail
- Greet people and direct them to contacts or service areas
- Answer, screen and forward telephone calls
Work Setting
- Financial services
Work Location Information
- Rural community
Typing (Words Per Minute)
- 0 - 40 wpm
Work Conditions and Physical Capabilities
- Fast-paced environment
- Work under pressure
- Repetitive tasks
Security and Safety
- Bondable
Business Equipment and Computer Applications
- Windows
- Word processing software
- Electronic mail
- General office equipment