Our client is seeking a Call Center Banker in Lincoln RI. They will be responsible for connecting clients with the breadth of solutions that the bank offers to help achieve financial goals.
Training/Start Date: Monday November 3 2025
Training Schedule: 9:00am- 5:30pm
Key responsibilities:
- 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.
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
Requirements
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 Qualifications:
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
banking, financial industry, sales, call center, cross-selling, upselling or referring products, Personal Banker managing high client volume
Education
High School Diploma / GED / Secondary School or equivalent