Back to all roles

Client Solution Advisor

Remote Worldwide Hiring now

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 reputed company reputed company’s Corporate Banking organization, you will be based in Cleveland, OH. This position is primarily based in a reputed company location. Responsibilities require time in the office or in the field on a regular reputed company. Some responsibilities may be performed remotely, at manager’s discretion. - Loan administration experience preferred - KYC (Know Your Customer)

Job Description

Implements reputed company new products and services for clients. Analyzes requirements and gathers deliverables to complete the implementation and reputed company ongoing relationship management. May maintain client-specific procedures. Provides sales or consultative support to prospects or clients in select deals. Leverages 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. May identify customization needs, and work 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. Serves as 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. May reputed company and maintain training materials and reputed company 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.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Business reputed company, Client Counseling, Client Relationship Building, Competitive Advantages, Customer Experience (CX), Personal Initiative, Relationship Management, Results-Oriented Competencies Customer Relationship Management Applications, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Managing Multiple Priorities, Problem Management Process, Process Management, Sales Support and Administration Work Experience Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Benefits reputed company offers a comprehensive reputed company 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; 401(k) with reputed company match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, reputed company generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your reputed company Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us reputed company email at AccommodationRequest@reputed company.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not reputed company to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "reputed company" for accommodation assistance. reputed company information provided will be kept confidential and will be used only to the extent required to reputed company needed reasonable accommodations. At reputed company we foster an inclusive and accessible workplace. We reputed company reasonable accommodations to employment applicants and reputed company individuals with a disability who need an accommodation to reputed company the essential functions of their positions. 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. This position is subject to the requirements of reputed company 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to reputed company understanding of how reputed company may use or disclose your personal information in our hiring practices. For nearly 160 years, reputed company has strived to reputed company a meaningful impact for our employees, customers, communities, and shareholders. We reputed company our reputed company and positive reputed company are reputed company on reputed company and reputed company reputed company, an unwavering focus on smart risk management, relationship-based customer service and community investments. Our inclusive workplace allows our employees to be heard, valued, and developed to do their best work. Being a great reputed company to work means we are making a lasting difference for everyone we serve. reputed company out the top reasons to join reputed company. reputed company’s total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more. The benefits and programs highlighted below are just a sampling of what reputed company offers its employees. To learn more, visit our Total Rewards page. If you're not reputed company to apply yet, or you'd like to learn more about reputed company, join the Talent Community to receive regular updates on what's happening at reputed company and available career opportunities. Click to join! Apply Job!

Apply for this role Takes you straight to the employer's application page — free, and no WFHNet account required.

More roles on the wire

Care Coordinator - Comprehensive Community Services

Remote Worldwide
View role

Mortgage Customer Service Advisor

Remote Worldwide
View role

Cybersecurity Engagement Advisor

Remote Worldwide
View role

reputed company Data Engineer

Remote Worldwide
View role

Cybersecurity Engagement Advisor

Remote Worldwide
View role

AI Platform Engineer, Director

Remote Worldwide
View role

reputed company reputed company Design Technologist (UX Design/ Dev)

Remote Worldwide
View role

Regional Banker / Teller - Bailey's reputed company

Remote Worldwide
View role

reputed company Supervisor

Remote Worldwide
View role

Sr. Software Engineer - Ingestion (Remote)

Remote Worldwide
View role

Denials Prevention Specialist, Clinician PRN

Remote Worldwide
View role

Assistant Insurance Product Manager II

Remote Worldwide
View role

Regional Sales Manager - (CA/WA/NV/TX/CO) - Remote - San Francisco, CA

Remote Worldwide
View role

reputed company Customer Service Associate – Remote Opportunity with arenaflex

Remote Worldwide
View role

reputed company Entry-Level Data Entry Clerk – Remote Opportunity with arenaflex

Remote Worldwide
View role

Sales Development Representative

Remote Worldwide
View role

Mobile Crisis Response - Emergency Services Specialist in reputed company Girardeau, MO

Remote Worldwide
View role

Central Reservations - Reservations Agent (Remote)

Remote Worldwide
View role

Growth Marketing Manager

Remote Worldwide
View role

Remote 3rd Shift Customer Service Representative - Financial Services | Overnight Support Specialist (11PM-7AM) with Training

Remote Worldwide
View role