Fidelity Bank (Bahamas) Limited is seeking a dedicated and customer-focused Client Relations Specialist to join our team. This role is perfect for individuals who possess strong interpersonal skills, a spirit of excellence, and who understand the importance of delivering outstanding customer service. The Client Relations Specialist is responsible for managing relationships with existing loan, deposit, and merchant services customers, ensuring the provision of comprehensive banking products and services. The ideal candidate will provide an elite level of service to ensure customer satisfaction and build lasting relationships.
Account Management:
• Open accounts and manage relationships for assigned loan, merchant services, and deposit customers.
• Conduct regular reviews of client accounts to ensure their needs are being met and identify opportunities for additional services.
• Proactively reach out to clients to update them on new products, services, and changes that may benefit their financial well-being.
Client Consultations:
• Meet with clients to understand their financial needs and recommend appropriate banking products.
• Provide personalized financial planning services.
• Conduct financial health check-ups with clients to assess their financial status and suggest improvements.
Client Referrals:
• Refer clients to a loan officer for new credit services as needed.
• Collaborate with other departments to ensure seamless service delivery and address any client issues promptly.
Application Processing:
• Prepare and submit Merchant Services applications, ensuring all required documentation is complete and accurate.
• Prepare and submit loan applications for existing loan customers, ensuring compliance with bank policies and procedures.
• Administer inactive accounts, ensuring they are handled in accordance with regulatory requirements.
• Manage early withdrawal requests for fixed deposits, ensuring clients are aware of any penalties or implications.
Business Development and Sales Support:
• Engage in business development activities to enhance client relationships and expand the customer base.
• Provide sales support by identifying cross-selling and up-selling opportunities within the existing client portfolio.
• Deliver presentations at events, seminars, and other forums to promote the bank’s products and services.
• Develop and implement strategies to achieve sales targets and business objectives.
Client Support and Problem Resolution:
• Act as the primary point of contact for clients, addressing their inquiries and resolving any issues promptly and efficiently.
• Provide clients with guidance on the use of banking products and services, ensuring they have a positive banking experience.
• Handle client complaints and escalate issues as necessary to ensure client satisfaction and retention.
Market Research and Analysis:
• Conduct market research to stay informed about industry trends and competitor offerings.
• Analyze client feedback and market data to identify opportunities for new products and services.
• Provide insights and recommendations to the management team based on market analysis and client interactions.
Education and Experience:
• High school diploma or equivalent; relevant experience in client relations, banking, or financial services is highly preferred.
Skills and Competencies:
• Strong knowledge of banking products and services, including loans, deposits, merchant services, and investment products.
• Exceptional interpersonal and communication skills, with the ability to build and maintain strong client relationships.
• Proficiency in financial planning, including retirement and estate planning is a plus.
• Excellent organizational skills, with the ability to manage multiple tasks and meet deadlines.
• Strong sales and business development skills, with a proven track record of achieving targets.
• Proficiency in Microsoft Office Suite.
• High level of confidentiality and professionalism.
• Competitive salary.
• Comprehensive health, dental, and vision insurance plans.
• Retirement savings plan with company matching.
• Professional development opportunities.
Submit resume to Human Resources, careers@fidelitybahamas.com.
