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Financial Services Technology Expert

2 months ago


Chicago, Illinois, United States Blue Signal Search Full time
About the Role

We are seeking a highly skilled Banking FinTech Solutions Consultant to join our team at Blue Signal Search. As a key member of our team, you will play a crucial role in supporting our sales team by promoting software solutions and services to new prospects and existing clients within the assigned region.

Key Responsibilities
  • Collaborate with Sales Executives and Account Managers to prepare and deliver compelling sales presentations that showcase the value of our financial services software solutions.
  • Partner with the sales team to secure new business and enhance existing client contracts, driving revenue growth and expanding our market presence.
  • Provide backup and support for colleagues in their designated territories, ensuring seamless delivery of services and maintaining high levels of customer satisfaction.
  • Accurately document and maintain records of all sales activities, including client interactions, sales calls, and marketing efforts.
  • Stay updated on the company's latest products and services, ensuring that you can effectively communicate their value to clients and prospects.
  • Maintain current and comprehensive records in our CRM system, ensuring that all client information is up-to-date and easily accessible.
  • Contribute to the development of customer proposals and assist in closing deals, working closely with the sales team to achieve sales goals.
  • Participate in industry events, user group meetings, and trade shows as needed, representing Blue Signal Search and promoting our financial services software solutions.
  • Travel within the assigned territory to meet client needs, building strong relationships and delivering exceptional customer service.
Requirements
  • Bachelor's degree or equivalent experience in Banking or Finance, with a focus on lending operations preferred.
  • Minimum of 5 years of experience in a banking or credit union environment, emphasizing lending, operational processes, and management reporting.
  • Strong understanding of financial services software solutions and related applications, including Microsoft Office and graphic design software.
  • Proven ability to effectively communicate the value of products to clients, with excellent presentation and public speaking skills.
  • Demonstrated experience in managing internal resources to achieve sales goals, with a high degree of creativity and independence.
  • Experience in leading and directing teams or projects, with a strong track record of success.
  • Exceptional written and verbal communication skills, with the ability to tailor messages for various audiences.
  • Strong interpersonal skills with the ability to build and maintain relationships with clients and team members.
  • Positive attitude with a proactive approach to problem-solving, with a passion for continuous learning and development.
  • Ability to work independently and efficiently in a fast-paced, dynamic environment, with strong time management and organizational skills.
  • Adaptable to changing client requirements and able to work with minimal supervision, with a strong focus on delivering exceptional customer service.