Job Description

The Advanced Client Solutions Specialist is responsible for connecting clients with the breadth of solutions that are offered to help them achieve their financial goals in a virtual environment. Advanced Client Solutions Specialists balance service requests and sales opportunities, are experts on financial solutions, probe to understand life and financial goals, and pair new solutions and services to meet client needs.

Responsibilities

• Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs
• Responds to customer inquiries and concerns, creating customized solutions
• Sells and fulfills banking products (examples: checking & savings accounts, credit cards, CDs, IRAs, loans)
• Identifies client needs for Specialist (licensed) sales functions and refers to partners
• Quotes rates, terms, and programs for banking solutions
• Manages risk in every business, product, and service transaction leveraging available tools

Qualifications

*****Bilingual Spanish Required *****

• Displays passion, commitment, and drive to deliver an experience that improves our clients’ financial lives
• Can engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport, and showing empathy
• Is curious, has a growth mindset, and is comfortable receiving ongoing performance feedback and coaching
• Enjoys ongoing change and learning new technology/processes
• Has an intermediate level of proficiency with computers

Desired skills

• Experience in financial services
• Experience in sales, cross-selling, upselling, or referring products
• Experience working in an inbound or outbound contact center (phone, chat, and or video)
• Experience working as a Personal Banker managing high-client volume

Skills Used in this Role

• Relationship building
• Consumer products and solutions
• Telephone sales
• Referral Sales
• Transitioning client conversations
• Customer focus
• Customer service
• Building rapport
• Establishing Trust
• Active Listening
• Overcoming objections
• Gaining agreement
• Multitasking
• Oral communication
• Problem-solving

Additional Information

Salary: $23 + Bonus

All your information will be kept confidential according to EEO guidelines.