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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
Job Title:Building Event Ambassador for TULU Location: Flagstaff, Arizona Company Overview: TULU is a leading company transforming urban living by offering residents access to shared household items, tools, and appliances within their buildings. Our mission is to enhance convenience, promote sustainability, and build stronger communities through innovative solutions. Position Overview: We are seeking enthusiastic and personable individuals to join our team as Building Event Ambassadors in the Flagstaff area. As an Event Ambassador, you will represent TULU at events within residential and commercial buildings, engaging with residents and tenants to showcase the benefits of TULU’s in-building services. Key Responsibilities: Represent TULU at events within residential and commercial buildings, such as open houses, community meetups, and building-wide events. Engage with building residents and tenants to explain TULU’s services and benefits. Conduct live demonstrations of TULU’s shared items and appliances. Distribute promotional materials and answer any questions from potential users. Gather contact information and feedback from residents to help improve services. Collaborate with building management and the TULU marketing team to organize and optimize event participation. Maintain a positive and professional representation of TULU at all times. Qualifications: Excellent communication and interpersonal skills. Friendly, outgoing, and comfortable interacting with diverse groups of people. Previous experience in customer service, sales, or event promotion is an advantage. Ability to work independently and proactively during events. Interest in sustainable living and urban solutions.