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Client Solutions Specialist
2 months ago
Job Overview:
Title: Client Solutions Specialist
Type: Full-time / Permanent
Role Summary:
The Client Solutions Specialist is tasked with connecting clients to a wide array of financial solutions designed to help them achieve their financial aspirations in a virtual setting.
This position involves balancing service requests with sales opportunities, requiring expertise in financial offerings, understanding client goals, and matching them with appropriate solutions and services.
Key Responsibilities:
- Develop and nurture client relationships by identifying financial needs and recommending suitable products and services.
- Address customer inquiries and concerns, providing tailored solutions.
- Promote and fulfill banking products such as checking and savings accounts, credit cards, CDs, IRAs, and loans.
- Recognize client needs for licensed sales functions and refer them to appropriate partners.
- Provide quotes on rates, terms, and programs for banking solutions.
- Manage risk in all business transactions by utilizing available tools.
Skills Required:
- Strong relationship-building capabilities.
- Knowledge of consumer products and solutions.
- Proficiency in telephone sales and referral sales.
- Ability to transition client conversations effectively.
- Customer-centric approach with a focus on service excellence.
- Excellent communication and problem-solving skills.
- Capacity to multitask and maintain rapport with clients.
Desired Attributes:
- A passion for enhancing clients' financial well-being.
- Ability to engage clients and clearly communicate options while building trust and empathy.
- A growth mindset with a willingness to receive feedback and adapt to change.
- Familiarity with technology and a desire to learn new processes.
- Intermediate computer proficiency.
Preferred Experience:
- Background in financial services.
- Experience in sales, including cross-selling and upselling.
- Prior work in an inbound or outbound contact center environment.
- Experience as a Personal Banker managing a high volume of clients.
Softpath System, LLC is an Affirmative Action / Equal Opportunity Employer.
