Bank Client Support Specialist

2 weeks ago


Peabody, United States Virtual Full time
Vaco Boston is currently partnered with a leading bank looking to bring on a proven Client Support Specialist with a background in customer service. This position would be onsite training and then move to a hybrid position. Please reach out for more details and immediate consideration as the hiring manager is reviewing resumes this week
 
As a Bank Client Support Specialist your role will involve facilitating the financial security of our members by engaging in needs-based sales and service conversations related to a single Banking line of business or product set.
 Responsibilities:
  • You will make a difference by identifying immediate and underlying financial needs and offering relevant solutions
  • Handle incoming member calls and online messages in a fast-paced environment
  • Use effective communication, probing questions, and critical thinking skills to identify member needs and provide suitable solutions, which may include offering banking products
  • Manage multiple tasks, such as navigating between systems and resources efficiently
  • Develop in-depth knowledge of our banking products to attract new members and enhance relationships with current members through product acquisition
  • Advise and educate members
  • Deliver outstanding member service by demonstrating empathy, active listening, and professionalism
  • Apply strong time and call management skills to assist members with their banking needs
  • Prioritize continuous improvement and development through coaching and collaboration with your manager and team members


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