Client Loyalty Specialist

Job Summary

Commission-driven and experienced, the full-time remote Client Loyalty Specialist will engage and retain clients at risk of canceling their service through inbound and outbound communication, while providing solutions to help them stay on track with their financial goals.

Key responsibilities

• Engage and retain clients through calls, emails, and digital channels
• Build rapport and apply persuasive skills to provide tailored solutions
• Document client interactions accurately using Salesforce and adhere to company policies

Required qualifications

• 2+ years of phone-based experience in sales, collections, banking, or loan services
• High school diploma required
• Proven track record in sales and account management
• Computer competency and ability to navigate multiple systems
• Ability to de-escalate stressful situations and support vulnerable clients