What are the responsibilities and job description for the Banking specialist position at CRD Careers?
Thisrole is responsible for connecting clients with solutions that tohelp achieve their financial goals.
Advanced Client SolutionsSpecialists balance service requests and sales opportunities areexperts on financial solutions probe to understand life andfinancial goals and pair new solutions and services to meet clientneeds.
AnAdvanced Client Solutions Specialist(responsibilities)
- Workswith clients to build and deepen relationships by uncoveringfinancial needs and recommending the best products services andsolutions to meet thoseneeds
- Respondsto customer inquiries and concerns creating customizedsolutions
- Sellsand fulfills banking products (examples : checking & savingsaccounts credit cards CDs IRAsloans)
- Identifiesclient needs for Specialist (licensed) sales functions and refer topartners (Merrill Lending & SmallBusiness)
- Quotesrates terms and programs for bankingsolutions
- Managesrisk in every business product and service transaction leveragingavailabletools
SkillsUsed in thisRole :
- Relationshipbuilding
- Consumerproducts andsolutions
- Telephonesales
- ReferralSales
- Transitioningclientconversations
- Customerfocus
- Customerservice
- Buildingrapport
- EstablishingTrust
- ActiveListening
- Overcomingobjections
StartDate : October 7 2024
1st ShiftTraining
1st and 2nd Shifts AvailableAfterTraining
Requirements
- Gainingagreement
- Multitasking
- Oralcommunication
- Problemsolving
Desiredskills (that may result in a higher than average startingsalary)
Experience in financialservices
Experience in sales crossselling upselling or referringproducts
Experience working in an inbound or outbound contact center (phonechat and orvideo)
Experience working as a Personal Banker managing high clientvolume
Gaining agreement Multitasking Oral communication Problem solvingDesired skills (that may result in a higher than average startingsalary) Experience in financial services Experience in sales,cross-selling, upselling or referring products Experience workingin an inbound or outbound contact center (phone, chat and or video)Experience working as a Personal Banker managing high clientvolume
Last updated : 2024-09-19
