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Advanced Client Solutions Specialist

2 months ago

Portland, Maine, United States Waterfall Technology Consulting Partners Full time
Job Summary

We are seeking a highly skilled and motivated Advanced Client Solutions Specialist to join our team at Waterfall Technology Consulting Partners. As a key member of our organization, you will be responsible for building and deepening relationships with clients, uncovering their financial needs, and recommending tailored solutions to meet those needs.

Key Responsibilities
  • Client Relationship Building: Work closely with clients to understand their financial goals and objectives, and provide personalized solutions to meet their needs.
  • Financial Solutions Expertise: Develop and maintain expertise in a range of financial products and services, including banking solutions, credit cards, and loans.
  • Relationship Management: Foster strong relationships with clients, leveraging active listening and problem-solving skills to build trust and rapport.
  • Sales and Fulfillment: Sell and fulfill banking products, including checking and savings accounts, credit cards, CDs, IRAs, and loans.
  • Risk Management: Manage risk in every business product and service transaction, leveraging available tools and expertise.
Requirements
  • Passion for Client Service: Demonstrate a passion for delivering exceptional client service and building long-term relationships.
  • Financial Acumen: Possess a strong understanding of financial products and services, including banking solutions, credit cards, and loans.
  • Communication Skills: Develop and maintain strong communication skills, including active listening, problem-solving, and conflict resolution.
  • Technical Skills: Possess intermediate-level proficiency with computers and relevant software applications.
Preferred Qualifications
  • Financial Services Experience: Possess experience in financial services, including sales, cross-selling, and upselling.
  • Contact Center Experience: Have experience working in an inbound or outbound contact center, including phone, chat, and video interactions.
  • Personal Banking Experience: Possess experience working as a Personal Banker, managing high client volumes.