Client Solutions Specialist Banking
Posted on :
04-09-2024
Employer Active
1 Vacancy
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Jobs by Experience
1-3years
Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
04-09-2024
Job Description
CRD Careers has partnered with a leader in the banking industry in their search for Client Solutions Specialists.
This role is responsible for connecting clients with solutions that to help achieve their financial goals.
Advanced Client Solutions Specialists balance service requests and sales opportunities are experts on financial solutions probe to understand life and financial goals and pair new solutions and services to meet client needs.
An Advanced Client Solutions Specialist (responsibilities)
- Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products services and solutions to meet those needs
- Responds to customer inquiries and concerns creating customized solutions
- Sells and fulfills banking products (examples: checking & savings accounts credit cards CDs IRAs loans)
- Identifies client needs for Specialist (licensed) sales functions and refer to partners (Merrill Lending & Small Business)
- Quotes rates terms and programs for banking solutions
- Manages risk in every business product and service transaction leveraging available tools
Skills Used in this Role:
- Relationship building
- Consumer products and solutions
- Telephone sales
- Referral Sales
- Transitioning client conversations
- Customer focus
- Customer service
- Building rapport
- Establishing Trust
- Active Listening
- Overcoming objections
Start Date: October 7 2024
1st Shift Training
1st and 2nd Shifts Available After Training
Requirements
- Gaining agreement
- Multitasking
- Oral communication
- Problem solving
Desired skills (that may result in a higher than average starting salary)
Experience in financial services
Experience in sales crossselling upselling or referring products
Experience working in an inbound or outbound contact center (phone chat and or video)
Experience working as a Personal Banker managing high client volume
Gaining agreement Multitasking Oral communication Problem solving Desired skills (that may result in a higher than average starting salary) Experience in financial services Experience in sales, cross-selling, upselling or referring products Experience working in an inbound or outbound contact center (phone, chat and or video) Experience working as a Personal Banker managing high client volume
Employment Type
Full Time
Key Skills
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