Part Time - Sr Administrative Assistant

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

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

We are seeking a highly organized and detail oriented Administrative Assistant to support our team with various administrative tasks. The ideal candidate will have strong communication skills, proficiency in Microsoft Office, and the ability to manage multiple tasks efficiently. Responsibilities: Manage and organize emails, appointments, and calendars. Prepare and edit documents, presentations, and reports. Assist with data entry, maintaining databases, and organizing files. Handle client inquiries and provide excellent customer service. Coordinate meetings, take minutes, and manage follow-up actions. Perform general office duties, including ordering supplies and managing records. Assist with special projects and other tasks as needed. Requirements: Proven experience as an Administrative Assistant or in a similar role. Excellent written and verbal communication skills. Strong organizational and time-management abilities. Proficiency in Microsoft Office (Word, Excel, PowerPoint) and Google Workspace. Ability to work independently and handle confidential information. High-speed internet connection and a quiet workspace.