Client Solutions Specialist Banking

3 weeks ago


Belfast, Maine, United States CRD Careers Full time
Job Title: Client Solutions Specialist Banking

CRD Careers is partnering with a leading banking institution to find a skilled Client Solutions Specialist. This role is ideal for individuals who enjoy building relationships and providing expert financial solutions to clients.

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, creating customized solutions to meet their needs.
  • Sell and fulfill banking products, including 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 and Qualifications:
  • 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


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