Advanced Client Solutions Specialist

4 days ago


Lincoln, Nebraska, United States Powelson Consulting Full time
Job Summary

We are seeking a highly motivated and experienced Advanced Client Solutions Specialist to join our team at Powelson Consulting. As a key member of our team, 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
  • Work with clients to understand their financial goals and objectives
  • Develop and implement customized solutions to meet client needs
  • Sell and fulfill banking products, including checking and savings accounts, credit cards, CDs, IRAs, and loans
  • Identify client needs for specialist sales functions and refer to partners as needed
  • Manage risk in every business product and service transaction
Requirements
  • Displays passion, commitment, and drive to deliver an experience that improves our clients' financial lives
  • Has a commitment to teamwork and the flexibility to work a schedule that includes weekends and holidays
  • Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport, and handling objections
  • Is comfortable receiving ongoing performance feedback and coaching
  • Enjoys ongoing change and learning new technology and processes
  • Has an intermediate level of proficiency with computers
  • Is self-motivated with excellent organizational skills
  • Has strong decision-making and problem-solving skills
Nice-to-Have
  • Experience in the banking/financial industry
  • Experience working in a call center
  • Experience in telephone sales
  • Experience with multi-solution customer offerings and bundling services
  • Experience working as a Personal Banker managing high-client volume


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