Call Center Banker - Specialist - 1st and 2nd Shift - South Portland, ME
Job Description
Job Description
This role is responsible for connecting clients with the breadth of solutions that the financial institution offers to help achieve their financial goals.
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.
Anticipated Position Start Date : October 7, 2024
1st Shift Training
1st and 2nd Shifts Available After Training
Location : South Portland, ME. Work is onsite.
An Advanced Client Solutions Specialist 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 refer to partners
- Quotes rates, terms and programs for banking solutions
- Manages risk in every business, product and service transaction leveraging available tools
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
Required skills :
- Displays passion, commitment and drive to deliver an experience that improves our clients financial lives
- Has the ability to 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 (that may result in a higher than average starting salary) :
- 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
Waterfall Technology Consulting Partners LLC (WTCP) is an equal opportunity employer and welcomes candidates from all backgrounds to apply.
If you are ready to take the next step in your career, please submit your resume today!
Locum Physician (MD/DO) - Obstetrics and Gynecology in Portland, ME
Assignment details and time entry in online portal. If this opportunity sounds right for you, give us a call today to speak with an expert Weatherby consultant for details. Paid malpractice insurance; pre-paid travel and housing expenses. ...
Call Center Banker - Specialist - 1st And 2nd Shift - SouthPortland ME
AdvancedClient Solutions Specialists balance service requests and salesopportunities are experts on financial solutions probe tounderstand life and financial goals and pair new solutions andservices to meet client needs. Works with clients to build and deepenrelationships by uncovering financial nee...
Travel Technician - $1,958 per week in Portland, ME
...
Child Life Specialist-ONC Hemostasis & Thrombosis
The ability to concentrate and pay close attention to detail for up to eighty percent of work time when observing and instructing patients, and recording notes and observations. Plans and provides age and developmentally appropriate experiences to ensure cognitive and emotional growth. Knowledge of ...
Retail Merchandiser - South Portland, ME
A successful Retail Merchandising Representative takes the time to build relationships with in-store management, acts as a liaison between client and management, completes all work accurately and in a timely manner. Experience in retail, merchandising and/or stocking. SRS is Urgently hiring Ret...
Store Management - Maine Mall, South Portland, ME
Assists Store Management in all aspects of daily shift management, including customer relations, inventory control, stock room, till/point of sale, procedural tasks and paperwork, visual merchandising, opening and closing the store. Requires stooping and kneeling to place merchandise on customer’s f...
Shelter Attendant (on Call) - Homeless Services Center
Duties include; welcoming homeless men and women in need of shelter, monitoring dorms, common areas, and shelter grounds. Health and Human Services Department - Homeless Services Center – Social Services Division -. The Homeless Services Center is searching for per diem/on-call shelter attendants. T...
Retail Merchandiser - South Portland, ME
A successful Retail Merchandising Representative takes the time to build relationships with in-store management, acts as a liaison between client and management, completes all work accurately and in a timely manner. Experience in retail, merchandising and/or stocking. SRS is Urgently hiring Retail M...
Assistant Store Manager - South Portland, Me
As a high-growth cannabis company known for quality, expertise, and reliability, the company and its brands, including Curaleaf and Select provide industry-leading service, product selection, and accessibility across the medical and adult-use markets. Communicates regularly with team members through...
Sales Associate - 431 South Portland, ME 04106
Frequently move merchandise weighing up to 25 lbs and places/removes merchandise up to a height of 5-10 feet. Frequently move across the sales floor assisting customers, as well as to and from the stock room retrieving and putting away merchandise. Key traits include having amazing people and sellin...