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Customer Service Specialist

2 months ago

Phoenix, Arizona, United States Wilkinson Staffing Agency Full time
Job Overview

Position: Client Solutions Advisor

As a Client Solutions Advisor, you will play a pivotal role in connecting clients with essential financial products that align with their aspirations. Your primary focus will be on fostering robust relationships, discerning client requirements, and providing customized solutions.

Key Responsibilities:

  • Establish and nurture relationships with clients to identify their financial objectives.
  • Advise and promote banking services, including accounts, loans, and retirement options.
  • Deliver tailored responses to customer inquiries, ensuring satisfaction.
  • Collaborate with internal partners to guarantee comprehensive service delivery to clients.
  • Effectively manage risks and oversee transaction processes.

What You Bring:

  • A genuine enthusiasm for enhancing clients' financial well-being.
  • Excellent communication and analytical skills.
  • Flexibility to adapt, learn, and work varied hours, including weekends.
  • Prior experience in banking or customer service is advantageous.

Requirements:

  • High School Diploma or equivalent.
  • Proficiency in Spanish is required.

If you are looking to make a meaningful contribution and develop your career, we encourage you to consider this opportunity.