Banking Solutions Expert
4 days ago
As a Business Solutions Advisor at Disability Solutions, you will be responsible for driving Responsible Growth by being a great place to work for teammates around the world. You will help us deliver exceptional client experiences and provide specialized guidance and coaching to financial center associates during meetings.
Job Overview:
This job description outlines the key responsibilities, required skills and qualifications, and benefits associated with this role. We believe in the importance of working together and offering flexibility to our employees. Our multi-faceted approach for flexibility depends on the various roles in our organization.
Key Responsibilities:
- Recommends financial advice and guidance that align with client financial goals and needs
- Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
- Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
- Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
- Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
Benefits:
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources, and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Compensation:
The estimated salary for this role is $26.00 - $32.89 per hour, with opportunities for formulaic incentive eligibility and bonuses.
Work Environment:
This position is based in the United States of America, with a 1st shift schedule and 40 hours per week. This role is eligible to participate in a formulaic incentive plan, with incentives earned based on performance against defined metrics.
Education Requirements:
A High School Diploma / GED / Secondary School or equivalent is required for this role.
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