Client Success Specialist

1 week ago


Bridgeville, Pennsylvania, United States Disability Solutions Full time
Responsibilities

The Senior Banker role requires a unique blend of customer service and sales skills, allowing individuals to thrive in this dynamic and rewarding environment. Some key responsibilities include:

Client Engagement
  • Building strong relationships with clients through platform services
  • Supporting clients with self-service activities and offering expert advice on banking products and services
  • Conducting proactive outreach to clients through outbound calls and following up regularly to ensure optimal satisfaction


Operational Excellence
  • Leveraging available resources, technologies, and processes to optimize the client experience
  • Ensuring operational excellence and accuracy in daily activities, such as account opening and maintenance
  • Managing client interactions effectively, adhering to established processes, laws, and guidelines


Skills and Qualifications
  • Minimum one year of demonstrated sales experience in a relationship-oriented and client-centric environment
  • Strong written and verbal communication skills, with the ability to engage clients effectively
  • Proactive approach to learning and adapting to new information, technology platforms, and changing circumstances
  • Effective time management skills, with the ability to prioritize and perform multiple tasks simultaneously


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