Call Center Telephone Banker - 1st 2nd shift

Job highlights

Identified by Google from the original job post

Qualifications

Attention to Detail

Adaptability

Client Experience Branding

Customer Service Management

Issue Management

Active Listening

Business Development

Consulting

Displays passion, commitment, and drive to deliver an experience that improves our clients’ financial lives

Commitment to teamwork and the flexibility to work the schedule, including weekends and holidays

Ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections

Comfortable receiving ongoing performance feedback and coaching

Comfortable with ongoing change and learning newtechnology/processes

Minimum of at least an intermediate level of proficiency with computers

Self-motivated with excellent organizational skills

Strong decision-making and problem-solving skills

High School Diploma / GED / Secondary School or equivalent

Responsibilities

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

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

Client Solutions Advisory

Customer and Client Focus

Interpret Relevant Laws, Rules, and Regulations

Problem Solving

Job description

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 ne...