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Advanced Client Solutions Specialist

2 months ago

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

This role is responsible for connecting clients with the breadth of solutions that the financial institution offers to help achieve their financial goals.

Key Responsibilities:

  • Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs
  • Responds to customer inquiries and concerns, creating customized solutions
  • Sells and fulfills banking products (examples: checking & savings accounts, credit cards, CDs, IRAs, loans)
  • Identifies client needs for Specialist (licensed) sales functions and refer to partners
  • Quotes rates, terms and programs for banking solutions
  • Manages risk in every business, product and service transaction leveraging available tools

Skills Used in this Role:

  • Relationship building
  • Consumer products and solutions
  • Telephone sales
  • Referral Sales
  • Transitioning client conversations
  • Customer focus
  • Customer service
  • Building rapport
  • Establishing Trust
  • Active Listening
  • Overcoming objections
  • Gaining agreement
  • Multitasking
  • Oral communication
  • Problem solving

Requirements:

  • Displays passion, commitment and drive to deliver an experience that improves our clients financial lives
  • Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and showing empathy
  • Is curious, has a growth mindset and is comfortable receiving ongoing performance feedback and coaching
  • Enjoys ongoing change and learning new technology/processes
  • Has an intermediate level of proficiency with computers

Desired Skills:

  • Experience in financial services
  • Experience in sales, cross-selling, upselling or referring products
  • Experience working in an inbound or outbound contact center (phone, chat and or video)
  • Experience working as a Personal Banker managing high client volume