What are the responsibilities and job description for the Customer Relationship Process Specialist position at Wesley Financial Group?
Title: Customer Relationship Process Specialist
Department: Relationship Management Team
Location: Franklin, TN (In-Office)
Schedule: Monday - Thursday 9:00 AM – 5:00 PM, Friday 9:00 AM – 3:00 PM
Join a Culture Like No Other!
Are you ready to be part of a team that values collaboration, growth, and creating exceptional experiences for clients? At Wesley Financial Group, we’re more than just a workplace – we’re a community that thrives on innovation, support, and making a difference.
We’re looking for a Customer Relationship Process Specialist to join our dynamic team. This role is at the heart of our mission: helping clients navigate the timeshare exit process to secure successful outcomes, all while ensuring an unparalleled customer experience.
Why You’ll Love Working Here:- Comprehensive Benefits: Medical, Dental, and Vision Insurance.
- Secure Your Future: 401K with a generous company match.
- Time to Recharge: Generous PTO – start accruing from day one!
- Balanced Schedule: Enjoy great work-life harmony with a friendly Monday-Friday schedule.
- Celebrate & Connect: Participate in engaging company-wide events, team-building activities, and employee recognition programs.
- Onsite Perks: Access our fitness center, relax in team lounge areas, or enjoy food trucks and courtyard spaces.
- Growth & Coaching: Learn from industry professionals committed to your success.
- Diverse & Inclusive: We embrace what makes each team member unique!
Serve as the primary point of contact for assigned clients and serve as the liaison between the client and the timeshare.
Conduct scheduled client calls and routine check-ins
Manage a full client load, ensuring timely task completion and accurate documentation.
Formulate communications for clients to send to the timeshare
Review client files and documentation to determine next steps
Accurately update Salesforce with all client activity and status changes
Maintain required call volume and productivity expectations
Address client concerns using approved de-escalation techniques
Follow compliance-approved scripting, protocols, and internal procedures
Collaborate with team members and participate in meetings, training, and coaching
Key Skills and Proficiencies:
Thrives in a highly adaptive, results-driven environment by maintaining control of client experience and process despite shifting variables and external dependencies.
Strong self-management and time management skills; able to work independently and stay motivated.
Strong written and verbal communication skills
Excellent organization and time management abilities
Ability to manage multiple priorities in a fast-paced environment
Confidence handling difficult conversations and client objections
High attention to detail and documentation accuracy
Ability to work independently and as part of a team
Ready to Make a Difference?
This is more than just a job – it’s your chance to be part of something meaningful, in a workplace that values your unique talents and fosters your professional growth.
Apply now and discover what makes Wesley Financial Group truly stand out. We can’t wait to welcome you to the team!
Please remember to check both your inbox and spam folders for all application and interview-related communications after you apply.
Compensation details: 24.04 Hourly Wage