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Client Services Representative

2 months ago

Phoenix, Arizona, United States Russell Tobin Full time

Company Overview: Russell Tobin is a prominent staffing agency seeking a skilled professional for a key role in the financial services sector.

Position Summary: We are in search of a Call Center Specialist who will play a vital role in connecting clients with a diverse array of financial solutions. This position is essential for assisting clients in achieving their financial aspirations.

Key Responsibilities:

  • Engage with clients to foster and enhance relationships by identifying their financial requirements and suggesting the most suitable products and services.
  • Address customer inquiries and concerns, delivering tailored solutions to meet their needs.
  • Facilitate the sale and fulfillment of various banking products, including checking and savings accounts, credit cards, Certificates of Deposit (CDs), Individual Retirement Accounts (IRAs), and loans.
  • Recognize client needs for licensed sales functions and refer them to appropriate business partners.
  • Provide accurate quotes on rates, terms, and programs for banking solutions.
  • Manage risk effectively in all business transactions by utilizing available resources.

Preferred Qualifications:

  • Experience in the banking or financial sector.
  • Background in a call center environment.
  • Proficiency in telephone sales.
  • Familiarity with multi-solution customer offerings and service bundling.
  • Experience as a Personal Banker handling a high volume of clients.

Education Requirements:

  • Bachelor's or Associate's degree is preferred.
  • High School Diploma is required.

Benefits Overview:

Russell Tobin provides eligible employees with a comprehensive benefits package, including healthcare coverage (medical, dental, and vision), supplemental insurance options, a 401(k) retirement plan, life and disability insurance, an employee assistance program, identity theft protection, legal support, and various discounts with select vendors.