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Financial Services Specialist

2 months ago

West Chester, Pennsylvania, United States Disability Solutions Full time
Value Proposition

At Disability Solutions, our core values shape our identity and drive our mission to improve lives. Our workforce is the cornerstone of our success, and every achievement we celebrate begins with our dedicated employees. We are united in our commitment to making a meaningful difference in our communities. We foster a culture of ongoing development, work-life balance, and inclusivity. Our digitally empowered environment enhances the experiences of both our team members and our clients.

Overview

This is a full-time career opportunity (approximately 40 hours per week) based out of our financial center. Flexibility in scheduling is required to accommodate operational hours.

The Financial Services Specialist plays a vital role in delivering an outstanding customer experience by addressing a wide range of client needs with enthusiasm and dedication. This position offers clients a comprehensive service experience, from account setup and management to transaction processing. The focus is on fostering customer-centric dialogues to strengthen relationships and establish trust. Actively promote various banking solutions to enhance client satisfaction and help them achieve their financial objectives. The time allocated to different responsibilities will fluctuate based on client traffic and needs.

Responsibilities
  • Initiate proactive sales discussions through both internal and external interactions, including outbound calls, incoming inquiries, appointment scheduling, and effective engagement in the lobby.
  • Utilize the Customer Relationship Management (CRM) system and other tools to facilitate relationship-building conversations with clients, ensuring a consistent approach to onboarding new clients and expanding existing relationships.
  • Skilled in identifying lending opportunities for individuals and small businesses, collaborating with the centralized lending team to ensure positive outcomes for clients.
  • Mitigate risk by adhering to relevant regulations and company policies, demonstrating sound judgment within established guidelines.
  • Provide ongoing assistance to clients regarding products and services. Execute customer maintenance requests, accurately process transactions, assist with operational duties, and maintain adaptability between sales and transaction tasks.
  • Leverage practical knowledge of digital solutions and technology to assist clients and resolve issues.


Qualifications

Education

High School Diploma or equivalent. (Required)

Experience

2 or more years of experience in customer service or sales. (Required)

Other Duties as Assigned by Manager

This role may involve additional responsibilities as assigned by management. All employees are expected to understand and comply with all company-assigned compliance programs, regulations, and policies, ensuring completion of compliance training assignments by designated deadlines. This includes recognizing and addressing compliance risks within their departments and escalating such risks to the appropriate management level.

Pay Transparency

To enhance transparency for candidates, we disclose base salary ranges in all job postings. Salary ranges are established based on the position, function, and responsibilities, benchmarked against similar companies in our industry. Compensation will be determined based on a combination of factors including the candidate's expertise, skills, experience, and relevant certifications. Salary ranges may vary based on geographic location.

The hourly rate for this position is $27.16.

Benefits

As part of our Total Rewards program, Disability Solutions offers a comprehensive benefits package for eligible employees. This includes medical plans with prescription coverage; flexible spending accounts or health savings accounts depending on the selected medical plan; dental and vision insurance; life insurance; a 401(k) plan with employer matching; paid time off including holiday pay and volunteer time; disability insurance; maternity and parental leave; adoption assistance; educational support; and a robust wellness program with financial incentives. For more information on eligibility for these programs, please visit our Benefits & Wellness page.

NMLS

This position may require registration in the Nationwide Mortgage Licensing System and Registry. Individuals required to register will be notified accordingly.

EEO Statement

Disability Solutions is an equal opportunity employer committed to providing equal employment opportunities for all qualified individuals. We will recruit, hire, train, and promote individuals in all job titles without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, veteran status, or any other legally protected status.

Sponsorship Statement

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa now or in the future.