Financial Solutions Specialist

2 weeks ago


Belfast, Pennsylvania, United States HR Recruiting Services Full time

Job Title: Financial Solutions Specialist

Location: HR Recruiting Services, Remote

Job Description:

The Financial Solutions Specialist plays a pivotal role in connecting clients with the bank's diverse range of solutions to achieve their financial objectives.

Key responsibilities include balancing client service requests and sales opportunities, providing subject matter expertise on financial solutions, asking clients probing questions to understand their life and financial goals, and pairing new solutions and services to meet client needs.

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 including checking and savings accounts, credit cards, Certificate of Deposits (CDs), Individual Retirement Accounts (IRAs), and loans
  • Identifies client needs for licensed sales functions, making referrals to Line of Business partners
  • Quotes rates, terms, and programs for banking solutions
  • Manages risk in every business, product, and service transaction leveraging available tools
Qualifications:Required Qualifications:
  • Displays passion, commitment and drive to deliver an experience that improves our clients financial lives
  • Commitment to teamwork and the flexibility to work the schedule, including weekends and holidays
  • Ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections
  • Comfortable receiving ongoing performance feedback and coaching
  • Comfortable with ongoing change and learning new technology/processes
  • Minimum of at least an intermediate level of proficiency with computers
  • Self-motivated with excellent organizational skills
  • Strong decision-making and problem-solving skills
Desired Qualifications:
  • Experience in the banking/financial industry
  • Experience working in a call center
  • Experience in telephone sales
Salary Information:

$60,000 - $80,000 per annum

Estimated Salary Range:

Based on the job requirements, estimated salary range is between $60,000 and $80,000 per annum, depending on location and qualifications.



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