Client Solutions Center Specialist
Core
Provide outstanding client experience by responding to inquiries, resolving problems, and selling financial products via phone and digital platforms.
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, consultative sales, fraud resolution, CRM logging, digital platform troubleshooting, multi-tasking, MS Office
Preferred skills
Banking experience, 1-2 years customer service experience, phone experience
Technologies
CRM, MS Office (Word, Excel, Teams), digital account opening platform
Responsibilities
Answer client calls and address concerns, educate clients on financial products and digital platforms, resolve fraud disputes and complaints, process forms and order credit checks, log interactions in CRM, route inquiries to appropriate departments, follow up on calls via outbound calling.
Seniority
Entry-level to Junior, hands-on IC
