Call Center Banker
Posted on :
24-02-2024
Employer Active
1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
24-02-2024
Job Description
Req ID : 2570890
Job Description:
This job is responsible for connecting clients with the breadth of solutions that the bank offers to help achieve financial goals in a virtual environment. 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.
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
Required Qualifications:
Displays passion commitment and drive to deliver an experience that improves our clients financial lives
Has a commitment to teamwork and the flexibility to work the schedule including weekends and holidays
Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language building rapport and handling objections
Is comfortable receiving ongoing performance feedback and coaching
Is comfortable with ongoing change and learning new technology/processes
Has at least an intermediate level of proficiency with computers
Is selfmotivated with excellent organizational skills
Has strong decisionmaking and problemsolving skills
Has a commitment to teamwork and the flexibility to work the schedule including weekends and holidays
Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language building rapport and handling objections
Is comfortable receiving ongoing performance feedback and coaching
Is comfortable with ongoing change and learning new technology/processes
Has at least an intermediate level of proficiency with computers
Is selfmotivated with excellent organizational skills
Has strong decisionmaking and problemsolving skills
Desired Qualifications:
Experience in the banking/financial industry
Experience working in a call center
Experience in telephone sales
Experience working in a call center
Experience in telephone sales
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
Employment Type
Full Time
Key Skills
- Sales Experience
- Presentation Skills
- Financial Services
- Customer Service
- Financial Acumen
- Fraud
- Math
- Military Experience
- Banking
- Upselling
- Cash Handling
- RMF
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