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Job Description:

Location: Hybrid, Belfast, ME, USA

This role is responsible for connecting clients with the breadth of solutions that the client 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.

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

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

• 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