Relationship Banker - Call Center
Relationship Banker - Call Center
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1 Vacancy
Job Description
Job Description: Relationship Banker Call Center
Location: Harker Heights
Job Summary:
The Call Center Relationship Banker delivers exceptional financial guidance and customer service within the banks call center environment. This role encompasses addressing customer inquiries providing tailored banking solutions and identifying opportunities that align with the banks financial growth objectives. A successful Call Center Relationship Banker effectively balances problemsolving skills with a customercentric approach ensuring that each interaction enhances the relationship between the customer and the bank.
Customer Service Relationship Management:
- Respond promptly to inbound client calls addressing questions related to accounts transactions and general banking services.
- Develop a rapport with clients building trust and understanding their financial needs to provide appropriate recommendations.
- Handle customer concerns troubleshoot issues and escalate complex problems to the appropriate team members when necessary.
Transaction Processing and Account Management:
- Assist clients with routine banking transactions including transfers payments and account updates.
- Process service requests and ensure all transactions are accurately documented and completed.
- Monitor customer accounts for potential needs or issues proactively reaching out to offer solutions or services.
- Maintain a comprehensive understanding of the banks products and services including checking and savings accounts credit cards personal loans and mortgages.
- Identify and capitalize on crosssell and upsell opportunities by recommending suitable financial products based on each customers needs.
- Meet or exceed individual and team sales targets to contribute to the banks overall financial objectives.
- Adhere to all regulatory and bank policies to maintain compliance privacy and security standards during each interaction.
- Conduct required customer identification and verification processes as per bank guidelines and antimoney laundering protocols.
- Protect sensitive client information and ensure confidentiality in all communications.
Required Skills & Qualifications:
- Education: High School diploma or equivalent; Bachelor Degree Preferred
- Skills: Strong communication skills active listening problemsolving and multitasking.
- Technical Proficiency: Familiarity with banking software call center systems and digital banking platforms.
- Experience: Preferred experience in customer service banking or a call center environment.
Employment Type
Full Time
