Client Solutions Center Specialist
Core
Handling client inquiries via chat, email, and phone to resolve issues and sell financial products.
Role type
Client Solutions Center Specialist (Customer Service & Sales)
Builds
Client relationships and financial product adoption
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Phone communication, email correspondence, fraud resolution, product knowledge, CRM logging, outbound calling, de-escalation, MS Office, digital platform troubleshooting
Preferred skills
Banking experience, customer service experience, phone experience
Technologies
CSI systems, CSI digital administrative platform, CRM, MS Office (Word, Excel, Teams)
Responsibilities
Accept and handle email, correspondence, and phone inquiries; Provide accurate answers to client inquiries and concerns; De-escalate situations involving dissatisfied clients; Educate clients on the bank's digital platform; Identify and act on opportunities to refer clients to specialists; Assist clients with fraud resolution; Complete and process forms on behalf of clients; Follow up on client calls through outbound calling; Log all client interactions in the CRM.
Seniority
Entry-level to Junior, hands-on IC