Client Solutions Professional
1 month ago
Client Solutions Specialist Job Description
**About the Role**
CRD Careers is partnering with a leading banking industry company to find talented Client Solutions Specialists. This role is responsible for connecting clients with financial solutions that meet their goals.
**Key Responsibilities**
* Build and deepen relationships with clients by understanding their financial needs and recommending suitable products and services
* Respond to customer inquiries and concerns, providing customized solutions
* Sell and fulfill banking products, such as checking and savings accounts, credit cards, and loans
* Identify client needs for specialist sales functions and refer to partners
* Quote rates, terms, and programs for banking solutions
* Manage risk in every business transaction
**Skills Required**
* 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
**Desired Skills**
* Experience in financial services
* Experience in sales, cross-selling, upselling, or referring products
* Experience working in an inbound or outbound contact center
* Experience working as a Personal Banker managing high client volume
**What We Offer**
* 1st Shift Training
* 1st and 2nd Shifts Available After Training
**Requirements**
* Gaining agreement
* Multitasking
* Oral communication
* Problem solving
**Language:** en-US
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