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Financial Services Consultant

2 months ago

Niles, Illinois, United States Fifth Third Full time
POSITION SUMMARY:

The Financial Services Consultant role is designed to deliver an outstanding customer experience by fostering and nurturing enduring relationships with both existing and potential clients.

This position involves assisting clients in comprehending and addressing their financial objectives, offering tailored solutions that cater to their evolving needs through a consultative sales and service approach.

Accountability for risk management is paramount, requiring open dialogue regarding ideas and concerns, while adhering to established policies and procedures.

Consistently prioritizing the best interests of clients and colleagues ensures that actions contribute positively to the overall customer experience.

While operating within the organization's risk framework, success is achieved by systematically identifying, evaluating, managing, monitoring, and reporting various types of risks.


KEY RESPONSIBILITIES:


1. Deliver a remarkable customer experience by cultivating, maintaining, and enhancing relationships within an assigned portfolio through proactive outreach via various communication channels.

2. Employ a consultative approach to engage with current and prospective clients, uncovering their needs and providing tailored recommendations and solutions.

3. Maintain a comprehensive understanding of the products, services, and processes available.

4. Collaborate effectively with internal partners to ensure that client needs are met and any issues are resolved promptly.

5. Analyze client credit data and relevant financial information to ensure alignment with appropriate solutions.

6. Provide necessary customer support, emphasizing the value of both existing and new technologies.

7. Adhere to the Code of Business Conduct and Ethics, modeling the ethical behavior expected from all employees.

8. Perform additional duties as assigned.


REQUIRED QUALIFICATIONS:
1. High School Diploma/GED with a minimum of 1 year of customer service experience, or a college degree or equivalent military experience.

2. Experience in a sales environment is essential; experience in the financial sector is advantageous.

3. Proven ability to develop comfort with both acquiring new clients and deepening existing relationships.

4. Strong verbal and written communication skills to professionally represent the organization.

5. Proficient in analyzing credit and financial data.

6. Demonstrated business acumen and sound decision-making capabilities.

7. Registration under the S.A.F.E. Act is required at the time of employment through the Nationwide Mortgage Licensing System (NMLS).


WORK ENVIRONMENT:
Normal office conditions with extended periods of computer screen viewing and occasional travel for meetings and training purposes.