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Banking FinTech Solutions Consultant

3 months ago

Dallas, United States Blue Signal Search Full time

Banking FinTech Solutions Consultant

Our client is an innovative financial institution that leverages cutting-edge technologies to optimize operational efficiency and drive success for a wide array of financial enterprises. They are currently seeking a highly qualified Banking FinTech Solutions Consultant.

The Banking FinTech Solutions Consultant plays a crucial role in supporting the sales team by promoting software solutions and services to new prospects and existing clients within the assigned region. This role involves conducting product webinars, delivering onsite presentations, and working closely with the sales team to drive revenue growth.

This Role Offers:

  • Opportunity to work directly with all levels of the organization and wear multiple hats.
  • Company values open communication and transparency.
  • High level of control over project goals, process, and system features.
  • Innovative work environment with access to top-rated and newest technologies.

Focus:

  • Collaborate with Sales Executives and Account Managers to prepare and deliver compelling sales presentations.
  • Partner with the sales team to secure new business and enhance existing client contracts.
  • Provide backup and support for colleagues in their designated territories.
  • Accurately document and maintain records of all sales activities.
  • Stay updated on the company’s latest products and services.
  • Maintain current and comprehensive records in the CRM system.
  • Contribute to the development of customer proposals and assist in closing deals.
  • Participate in industry events, user group meetings, and trade shows as needed.
  • Travel within the assigned territory to meet client needs.

Skill Set:

  • Bachelor’s degree or equivalent experience in Banking or Finance, with a focus on lending operations preferred.
  • Minimum of 5 years of experience in a banking or credit union environment, emphasizing lending, operational processes, and management reporting.
  • Strong understanding of financial services software solutions and related applications.
  • Proven ability to effectively communicate the value of products to clients.
  • Excellent presentation and public speaking skills.
  • Demonstrated experience in managing internal resources to achieve sales goals, with a high degree of creativity and independence.
  • Experience in leading and directing teams or projects.
  • Proficiency in Microsoft Office, particularly in PowerPoint, with additional graphic design software experience considered an asset.
  • Exceptional written and verbal communication skills, with the ability to tailor messages for various audiences.
  • Strong interpersonal skills with the ability to build and maintain relationships with clients and team members.
  • Positive attitude with a proactive approach to problem-solving.
  • Ability to work independently and efficiently in a fast-paced, dynamic environment.
  • Strong time management and organizational skills, with the ability to manage multiple tasks effectively.
  • Adaptable to changing client requirements and able to work with minimal supervision.
  • A passion for continuous learning and development within a self-directed team.

About Blue Signal:

Blue Signal is an award-winning, executive search firm specializing in various specialties. Our recruiters have a proven track record of placing top-tier talent across industry verticals, with deep expertise in numerous professional services. Learn more at bit.ly/46Gs4yS