Client Solutions Specialist Banking
Client Solutions Specialist Banking
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1-3years
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
- 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
- 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
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
