Job Description
This role is responsible for connecting clients with the breadth of solutions that the company offers to help 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.
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 (Merrill, Lending, & Small Business)
- 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 buildingConsumer products and solutionsTelephone salesReferral SalesTransitioning client conversationsCustomer focusCustomer serviceBuilding rapportEstablishing TrustActive ListeningOvercoming objectionsGaining agreementMultitaskingOral communicationProblem solvingRequired skills :
Displays passion, commitment and drive to deliver an experience that improves our clients' financial livesHas the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and showing empathyIs curious, has a growth mindset and is comfortable receiving ongoing performance feedback and coachingEnjoys ongoing change and learning new technology / processesHas an intermediate level of proficiency with computersDesired skills (that may result in a higher than average starting salary)
Experience in financial servicesExperience in sales, cross-selling, upselling or referring productsExperience working in an inbound or outbound contact center (phone, chat and or video)Experience working as a Personal Banker managing high client volumeTraining / Start Date : Monday September 9, 2024
Training Schedule : Mon-Fri 9 : 00am-5 : 30pm EST
1st and 2nd shift available-closed on Sundays
Requirements
Onsite :
Monday, Tuesday, Friday 7 : 55AM-6 : 55PM & Saturday 8 : 55AM-7 : 55PM
Tuesday, Wednesday, Thursday, Friday 10 : 30AM-7 : 30PM & Saturday 11 : 00AM-8 : 00PM
Lincoln, RI
Non-negotiables :
Displays passion, commitment, and drive to deliver an experience that improves our clients' financial livesHas a commitment to teamwork and the flexibility to work the schedule, including weekends and holidaysHas the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport, and handling objectionsIs comfortable receiving ongoing performance feedback and coachingEnjoys ongoing change and learning new technology / processesOne year of sales experience with cross-selling, upselling or referring productsHas an intermediate level of proficiency with computersIs self-motivated with excellent organizational skillsHas strong decision-making and problem-solving skillsNice-to-have :
Experience in the banking / financial industryExperience working in a call centerExperience in telephone salesExperience with multi-solution customer offerings and bundling servicesExperience working as a Personal Banker managing high-client volume
