What are the responsibilities and job description for the Call center specialist position at Waterfall Technology Consulting Partners?
This role is responsible for connectingclients with the breadth of solutions that the financialinstitution offers to help achieve their financial goals.
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.
Anticipated Position Start Date : October 72024
1st Shift Training
1stand 2nd Shifts Available After Training
Location : Phoenix Arizona.Work is onsite.
An AdvancedClient Solutions SpecialistResponsibilities :
- Works withclients to build and deepen relationships by uncovering financialneeds and recommending the best products services and solutions tomeet those needs
- Responds to customer inquiriesand concerns creating customizedsolutions
- Sells and fulfills banking products(examples : checking & savings accounts credit cards CDsIRAs loans)
- Identifies client needs forSpecialist (licensed) sales functions and refer topartners
- Quotes rates terms and programs forbanking solutions
- Manages risk in everybusiness product and service transaction leveraging availabletools
Skills Used inthis Role :
- Relationshipbuilding
- Consumer products andsolutions
- Telephonesales
- ReferralSales
- Transitioning clientconversations
- Customerfocus
- Customerservice
- Buildingrapport
- EstablishingTrust
- ActiveListening
- Overcomingobjections
- Gainingagreement
- Multitasking
- Oralcommunication
- Problemsolving
Requiredskills :
- Displays passion commitment and drive to deliver an experience thatimproves our clients financial lives
- Has theability to engage with clients and seek to understand their needswhile actively sharing options using plain language buildingrapport and showing empathy
- Is curious has agrowth mindset and is comfortable receiving ongoing performancefeedback and coaching
- Enjoys ongoing change andlearning new technology / processes
- Has anintermediate level of proficiency withcomputers
Desiredskills (that may result in a higher than average startingsalary) :
- Experience in salescrossselling upselling or referringproducts
- Experience working in an inbound oroutbound contact center (phone chat and orvideo)
- Experience working as a Personal Bankermanaging high client volume
Waterfall Technology Consulting Partners LLC (WTCP) is anequal opportunity employer and welcomes candidates from allbackgrounds to apply.
If you are ready to take the next step inyour career please submit your resumetoday!
Remote Work :
Last updated : 2024-09-19
