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Client Solutions Specialist

2 months ago

Belfast Maine, United States Waterfall Technology Consulting Partners Full time
Job Description

Job Summary: We are seeking a highly skilled Client Solutions Specialist to join our team at Waterfall Technology Consulting Partners. As a Client Solutions Specialist, you will be responsible for building and deepening relationships with clients by uncovering their financial needs and recommending the best products and services to meet those needs.

Key Responsibilities:

  • Work with clients to understand their financial goals and objectives
  • Recommend and sell banking products and services to meet client needs
  • Respond to customer inquiries and concerns in a timely and professional manner
  • Identify opportunities to cross-sell and upsell products and services to clients
  • Manage risk in every business transaction and ensure compliance with regulatory requirements

Requirements:

  • 2+ years of experience in financial services or a related field
  • Proven track record of success in sales and customer service
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet sales targets
  • Intermediate level of proficiency with computers and software applications

Preferred Qualifications:

  • Experience in financial services, sales, and customer service
  • Knowledge of banking products and services
  • Ability to work in a team environment and build strong relationships with colleagues and clients

What We Offer:

  • A competitive salary and bonus structure
  • A comprehensive benefits package, including medical, dental, and vision insurance
  • A 401(k) retirement plan with company match
  • Opportunities for professional growth and development