CRD Careers

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 to help achieve their financial goals. Advanced Client Solutions Specialists balance service requests and sales opportunities, are experts on financial solutions, probe to understand life and financial goals, and pair new solutions and services to meet client needs. An Advanced Client Solutions Specialist (responsibilities) Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs Responds to customer inquiries and concerns, creating customized solutions Sells and fulfills banking products (examples: checking & savings accounts, credit cards, CDs, IRAs, loans) Identifies client needs for Specialist (licensed) sales functions and refer to partners (Merrill, Lending, & Small Business) Quotes rates, terms and programs for banking solutions Manages 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 Start Date: October 7, 2024 1st Shift Training 1st and 2nd Shifts Available After Training Requirements Gaining agreement Multitasking Oral communication Problem solving Desired skills (that may result in a higher than average starting salary) • 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

Our Talent Partner is a leader in the Commercial Real Estate space. The Job You Will Perform: Provide general administrative support to the team, including managing communications and handling confidential information. Assist in scheduling meetings, managing calendars, and coordinating travel arrangements. Prepare and edit correspondence, reports, and presentations with accuracy and attention to detail. Greet and assist visitors in a professional and friendly manner. Perform data entry, file management, and other clerical tasks as required. Handle multiple tasks simultaneously while maintaining high levels of accuracy and efficiency. Ensure smooth office operations by managing office supplies and liaising with vendors. Requirements Minimum of 2 years of experience in an administrative role, preferably in a fast-paced environment. Must be articulate and possess strong written communication skills. High attention to detail and the ability to multitask effectively. Schedule flexibility is essential to accommodate varying business needs. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and other relevant software. Strong organizational and time management skills, with the ability to prioritize tasks. Professional demeanor and the ability to work independently as well as part of a team. Benefits Competitive pay based on experience. Opportunity to work in a dynamic and fast-paced environment. Professional development and growth opportunities. Championing Diversity and Inclusion CRD Careers is committed to breaking down barriers and fostering diversity and inclusion in the workplace.

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 to help achieve their financial goals. Advanced Client Solutions Specialists balance service requests and sales opportunities, are experts on financial solutions, probe to understand life and financial goals, and pair new solutions and services to meet client needs. An Advanced Client Solutions Specialist (responsibilities) Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs Responds to customer inquiries and concerns, creating customized solutions Sells and fulfills banking products (examples: checking & savings accounts, credit cards, CDs, IRAs, loans) Identifies client needs for Specialist (licensed) sales functions and refer to partners (Merrill, Lending, & Small Business) Quotes rates, terms and programs for banking solutions Manages 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 Start Date: October 7, 2024 1st Shift Training 1st and 2nd Shifts Available After Training Requirements Gaining agreement Multitasking Oral communication Problem solving Desired skills (that may result in a higher than average starting salary) • 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