Client Services Representative

1 week ago


Phoenix, Arizona, United States Russell Tobin Full time

Company Overview: Russell Tobin is a prominent player in the financial services sector, offering a diverse array of investment banking, securities, asset management, and wealth management solutions.

Position Summary: We are seeking a dedicated Call Center Specialist to enhance client interactions and deliver tailored financial solutions. This role is pivotal in connecting clients with the extensive offerings of our financial institution to support their financial aspirations.

Key Responsibilities:

  • Engage with clients to cultivate and strengthen relationships by identifying their financial needs and recommending suitable products and services.
  • Address customer inquiries and issues, crafting personalized solutions to enhance client satisfaction.
  • Promote and fulfill banking products, including checking and savings accounts, credit cards, Certificates of Deposit (CDs), Individual Retirement Accounts (IRAs), and various loan options.
  • Recognize client requirements for licensed sales functions and facilitate referrals to appropriate business partners.
  • Provide accurate quotes on rates, terms, and available banking solutions.
  • Mitigate risks associated with business transactions by utilizing available resources effectively.

Preferred Qualifications:

  • Experience in the banking or financial services industry.
  • Background in a call center environment.
  • Proficiency in telephone sales techniques.
  • Familiarity with multi-solution customer offerings and service bundling.
  • Experience as a Personal Banker managing a substantial client portfolio.

Educational Requirements:

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

Benefits:

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



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