This role isresponsible for connecting clients with the breadth of solutionsthat this bank offers to help achieve their financial goals in avirtual environment.
Advanced Client Solutions Specialists balanceservice requests and sales opportunities are experts on financialsolutions probe to understand life and financial goals and pair newsolutions and services to meet clientneeds.
StartDate : October 7 2024
1stShift Training
1st and 2nd ShiftsAvailable AfterTraining
Locations : Belfast ME and Brunswick ME and South Portlnd ME
AnAdvanced Client Solutions Specialist(responsibilities)
Works with clients to build and deepen relationships by uncoveringfinancial needs and recommending the best products services andsolutions to meet thoseneeds
Responds to customer inquiries and concerns creating customizedsolutions
Sells and fulfills banking products (examples : checking &savings accounts credit cards CDs IRAsloans)
Identifies client needs for Specialist (licensed) sales functionsand refer to partners (Merrill Lending & SmallBusiness)
Quotes rates terms and programs for bankingsolutions
Manages risk in every business product and service transactionleveraging availabletools
SkillsUsed in thisRole :
Relationshipbuilding
Consumer products andsolutions
Telephonesales
ReferralSales
Transitioning clientconversations
Customerfocus
Customerservice
Buildingrapport
EstablishingTrust
ActiveListening
Overcomingobjections
Gainingagreement
Multitasking
Oralcommunication
Problemsolving
Requirements
Requiredskills :
Displays passion commitment and drive to deliver an experience thatimproves our clients financiallives
Has the ability to engage with clients and seek to understand theirneeds while actively sharing options using plain language buildingrapport and showingempathy
Is curious has a growth mindset and is comfortable receivingongoing performance feedback andcoaching
Enjoys ongoing change and learning newtechnology / processes
Has an intermediate level of proficiency withcomputers
Desiredskills (that may result in a higher than average startingsalary)
Experience in financialservices
Experience in sales crossselling upselling or referringproducts
Experience working in an inbound or outbound contact center (phonechat and orvideo)
Experience working as a Personal Banker managing high clientvolume
One year of sales experience with cross-selling, upselling orreferring products Intermediate level of proficiency with computersExcellent Communication skills - Both verbal and Written Enjoysongoing change and learning new technology / processes Intermediatelevel of proficiency with computers
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