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Client Solutions Specialist

2 months ago

Belfast, Maine, United States CRD Full time
Job Description

CRD Careers has partnered with a leader in the banking industry in their search for Client Solutions Specialists.

This role is responsible for connecting clients with solutions that help achieve their financial goals.

Key Responsibilities:

  • Build and deepen relationships with clients by uncovering their financial needs and recommending the best products, services, and solutions to meet those needs.
  • Respond to customer inquiries and concerns, creating customized solutions.
  • Sell and fulfill banking products, such as checking and savings accounts, credit cards, CDs, IRAs, and loans.
  • Identify client needs for specialist sales functions and refer to partners, such as Merrill, Lending, and Small Business.
  • Quote rates, terms, and programs for banking solutions.
  • Manage risk in every business, product, and service transaction, leveraging available tools.

Skills Used in this Role:

  • Relationship building
  • Consumer products and solutions
  • Telephone sales
  • Referral sales
  • Transitioning client conversations
  • Customer focus
  • Customer service
  • Building rapport
  • Establishing trust
  • Active listening
  • Overcoming objections

Requirements:

  • Gaining agreement
  • Multitasking
  • Oral communication
  • Problem solving

Desired Skills:

  • Experience in financial services
  • Experience in sales, cross-selling, upselling, or referring products
  • Experience working in an inbound or outbound contact center (phone, chat, and/or video)
  • Experience working as a Personal Banker managing high client volume