Client Solutions Advisor. - CRD Careers

CRD Careers has partnered with a leader in the financial services and banking industry to fill an exciting new position: Client Solutions Advisor.

This role is pivotal in creating exceptional client experiences by engaging customers, understanding their financial needs, and recommending tailored solutions. If you are passionate about delivering excellent service, have a growth mindset, and are comfortable in a dynamic environment, this opportunity is for you!

Why Join This Team?

• Competitive benefits package, including tuition reimbursement, 401K, and generous PTO.
  
• Financial incentives for meeting or exceeding performance standards, with opportunities for cash rewards.
  
• Clear pathways for career advancement through internal mobility and development programs.
  
• Personalized training and on-the-job coaching to set you up for success.
  
• Collaborative and inclusive culture committed to diversity and community impact.
  

Requirements

Key Responsibilities:

• Engage with clients to build meaningful relationships and understand their financial goals.
  
• Recommend and fulfill financial solutions, including checking and savings accounts, credit cards, loans, and other banking products.
  
• Use plain language to share options, build rapport, and handle objections with empathy.
  
• Stay adaptable to evolving technology and processes while maintaining focus on client needs.
  
• Collaborate with a team of professionals to achieve shared goals and deliver a seamless client experience.
  

Non-Negotiable Requirements:

• Passion for improving clients’ financial lives with commitment and drive.
  
• Ability to actively engage with clients, demonstrate empathy, and provide clear options.
  
• Curiosity and a growth mindset, with comfort receiving feedback and learning new processes.
  
• Proficiency with computers at an intermediate level.
  
• Comfort in a dynamic and evolving environment.
  

Nice-to-Have Qualifications:

• Experience in financial services, personal banking, or inbound contact centers.
  
• Proven ability in cross-selling, upselling, or referring products.
  
• Previous experience managing high client volumes in a sales or service environment.
  

Benefits

Schedule and Training Details:

• Training starts February 3, 2024.
  
• 1st Shift Training followed by 1st Shift availability after training.
  
• Set work hours (non-flexible). Ask our recruiters for more details!
  

Exciting Features:

• World-class training tailored to your growth and success.
  
• A fun, dynamic environment where your contributions are valued.
  
• Opportunity to earn quarterly incentive payouts for exceeding performance goals.
  

This is a chance to join a team that values innovation, client-first approaches, and employee development. If you meet the requirements and are eager to make an impact, apply now to become part of this exciting journey!