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Client Solutions Specialist
2 months ago
Position Overview:
Title: Client Solutions Specialist
Location: Remote
Employment Type: Full-time/Permanent
Role Summary:
The Client Solutions Specialist plays a crucial role in connecting clients with a diverse range of financial solutions tailored to meet their unique objectives in a virtual setting.
Key Responsibilities:
- Engage with clients to cultivate and strengthen relationships by identifying their financial needs and recommending appropriate products and services.
- Address customer inquiries and concerns, providing tailored solutions to enhance their experience.
- Promote and fulfill various banking products, including checking and savings accounts, credit cards, certificates of deposit, individual retirement accounts, and loans.
- Recognize client needs for specialized sales functions and collaborate with partners for optimal service delivery.
- Provide accurate quotes on rates, terms, and banking programs.
- Mitigate risks associated with business transactions by utilizing available resources and tools.
Essential Skills:
- Expertise in relationship management.
- Knowledge of consumer financial products and solutions.
- Proficiency in telephone sales and referral sales techniques.
- Ability to navigate client conversations effectively.
- Strong customer focus and service orientation.
- Skill in building rapport and establishing trust with clients.
- Active listening and problem-solving capabilities.
- Effective oral communication and multitasking skills.
Qualifications:
- Demonstrates passion and commitment to enhancing clients' financial well-being.
- Ability to engage clients and comprehend their needs while clearly presenting options.
- Possesses a growth mindset and welcomes constructive feedback and coaching.
- Adaptable to ongoing changes and eager to learn new technologies and processes.
- Intermediate computer proficiency is required.
Preferred Qualifications:
- Experience in the financial services sector.
- Background in sales, including cross-selling and upselling.
- Experience in a contact center environment, whether inbound or outbound.
- Prior experience as a Personal Banker managing a high volume of clients.
Softpath System, LLC is an Affirmative Action/Equal Opportunity Employer.
