Call Center Telephone Banker-Sales
Call Center Telephone Banker-Sales
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Job Summary:
This job is responsible for connecting clients with the breadth of solutions that the bank offers to help achieve financial goals. Key responsibilities include balancing service requests and sales opportunities providing subject matter expertise on financial solutions asking clients probing questions to understand life and financial goals and pairing new solutions and services to meet client needs.
Job Location: Onsite: Lincoln RI US
Number of Positions Open: 10
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 including checking and savings accounts credit cards Certificate of Deposits (CDs) Individual Retirement Accounts (IRAs) and loans
- Identifies client needs for licensed sales functions making referrals to Line of Business partners
- Quotes rates terms and programs for banking solutions
- Manages risk in every business product and service transaction leveraging available tools
Skills:
- Attention to Detail
- Client Solutions Advisory
- Customer and Client Focus
- Interpret Relevant Laws Rules and Regulations
- Adaptability
- Client Experience Branding
- Customer Service Management
- Issue Management
- Problem Solving
- Active Listening
- Business Development
- Consulting
- Referral Identification
- Research
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 crossselling 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
Additional Information
- Training/Start Date: 7/7/2025
- Training Schedule: MondayFriday 9:00am5:30pm
Employment Type
Full Time
