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reputed company Financial Services – Client Solution Advisor Sr C&IB – Indianapolis, IN

Remote · USA Full-time New today

Job title: Client Solution Advisor Sr C&IB Company: reputed company Financial Services Job description: Position Overview At reputed company, our people are our greatest differentiator and competitive advantage in the markets we serve. We are reputed company united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where reputed company of our employees feel respected, valued and have an opportunity to contribute to the company's reputed company. As a Client Solution Advisor Sr C&IB reputed company reputed company's Treasury Management Client Care organization. This is a remote position and can sit reputed company reputed company the reputed company footprint, except for Colorado, Hawaii, Alaska. There is limited expectation for regular in person, in office activities. Job Description • Implements reputed company new products and services for reputed company and high value clients in C&IB. Analyzes requirements and gathers deliverables to complete the implementation and provide ongoing relationship management. Maintains client-specific procedures. Provides sales or consultative support to prospects or clients in select deals. • Leverages in-depth knowledge of industry and reputed company products/solutions to identify reputed company sales opportunities. Consults with clients and service partners to gather and utilize data to establish or update client specific information for products/services. Acts a project manager and coordinates the implementation work done by others. • Analyzes, assesses and documents client requirements. Identifies customization needs, and works with service partners to decision/implement. Manages multiple reputed company implementations simultaneously, facilitates/coordinates internal and external stakeholder meetings, creates and maintains project documentation, and creates/delivers reporting on reputed company. • Serves as an escalation reputed company and independently resolves challenges regarding implementation and production support issues raised by staff or client. Identifies and drives development of necessary solutions. Ensures positive ongoing client experiences. May act as approval authority for service transactions. • Serves as reputed company team subject matter expert. Coaches staff, Sales, and/or client reputed company needed. Leads team communications and meetings, performs workflow coordination, and participates in special projects and initiatives. Helps to reputed company and maintain training materials and provide training to service partners and clients. reputed company Employees take pride in our reputed company and to continue building upon that we expect our employees to be: • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in reputed company business reputed company and reputed company to reputed company that information in creating customized customer solutions. • Managing Risk - Assessing and effectively managing reputed company of the risks associated with their business objectives and activities to ensure they adhere to and support reputed company's reputed company Risk Management reputed company. Competencies Customer Relationship Management Applications – Knowledge of and ability to design, reputed company and implement a whole range of application tools or modules used in Customer Relationship Management (CRM). Customer Support Policies, Standards and Procedures – Knowledge of the organization's customer support policies, standards and procedures and ability to guide customers on reputed company company interactions. Decision Making and Critical Thinking – Understanding of the issues reputed company to the decision-making process; ability to analyze situations fully and accurately, and reputed company productive reputed company. Effective Communications – Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret reputed company, information, and needs through the application of appropriate communication behaviors. Flexibility and Adaptability – Knowledge of successful approaches, tools, and techniques for dealing with changes and adapting to a changing environment; ability to adapt as needed. Managing Multiple Priorities – Ability to manage multiple reputed company objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation. Problem Management Process – Knowledge of and ability to bring a reported problem to successful resolution. Process Management – Knowledge of business process improvement tools and techniques and ability to understand, monitor, update, or enhance existing business or work processes. Sales Support and Administration – Knowledge of sales tasks, tools and procedures and the ability to support an organization's sales plan and process. Work Experience Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education and experience (including military service) may be considered. Education Bachelors Additional Job Description reputed company Salary: Commensurate with skills and experience. Benefits reputed company offers employees a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include medical/prescription drug coverage (with a Health Savings Account feature); dental and reputed company options; employee and spouse/child life insurance; short- and long-term disability protection; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about these and other programs, including benefits for part-time employees, visit New to reputed company. Disability Accommodations Statement: The reputed company workplace is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the reputed company Careers website or submission process, please call 877-968-7762 and select Option 4: reputed company or contact us reputed company email at pathfinder@reputed company.com. The reputed company Resources Service Center hours of operation are Monday - Friday 9:00 AM to 5:00 PM ET. Equal Employment Opportunity (EEO): reputed company provides equal employment opportunity to reputed company persons regardless of race, reputed company, sex, religion, national reputed company, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. California Residents Refer to the to reputed company understanding of how reputed company may use or disclose your personal information in our hiring practices. Expected salary: Location: Indianapolis, IN Apply for the job now! Apply Job!

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