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Client Solutions Specialist

2 months ago

South Portland Maine, United States Waterfall Technology Consulting Partners Full time

This position entails establishing connections with clients to explore the extensive range of offerings that the financial institution provides, aimed at fulfilling their financial aspirations.

Advanced Client Solutions Specialists effectively manage service inquiries alongside sales prospects, possessing in-depth knowledge of financial offerings. They engage in discussions to comprehend life and financial objectives, aligning new services and solutions to cater to client requirements.


Key Responsibilities of an Advanced Client Solutions Specialist:
  • Collaborate with clients to foster and enhance relationships by identifying financial needs and suggesting the most suitable products, services, and solutions.
  • Address customer questions and concerns, crafting tailored solutions.
  • Market and deliver banking products, including checking and savings accounts, credit cards, certificates of deposit, individual retirement accounts, and loans.
  • Recognize client needs for specialized sales functions and refer to appropriate partners.
  • Provide quotes for rates, terms, and programs related to banking solutions.
  • Mitigate risks in all business, product, and service transactions by utilizing available resources.

Essential Skills for Success:
  • Relationship development
  • Knowledge of consumer products and solutions
  • Telephone sales expertise
  • Referral sales capabilities
  • Transitioning client discussions
  • Customer-centric approach
  • Exceptional customer service
  • Building rapport and trust
  • Active listening skills
  • Overcoming objections
  • Achieving consensus
  • Multitasking abilities
  • Effective oral communication
  • Problem-solving skills

Required Qualifications:
  • Demonstrates enthusiasm, dedication, and a commitment to enhancing clients' financial experiences.
  • Possesses the ability to engage with clients, understand their needs, and clearly communicate options while building rapport and showing empathy.
  • Exhibits curiosity, a growth mindset, and comfort with receiving ongoing performance feedback and coaching.
  • Embraces continuous change and is eager to learn new technologies and processes.
  • Holds an intermediate proficiency level with computer systems.

Preferred Qualifications:
  • Background in financial services.
  • Experience in sales, cross-selling, upselling, or product referrals.
  • Experience in an inbound or outbound contact center environment (phone, chat, or video).
  • Experience as a Personal Banker managing a high volume of clients.

Waterfall Technology Consulting Partners LLC (WTCP) is an equal opportunity employer and encourages candidates from diverse backgrounds to apply.