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Call Center Banker

  • ... Posted on: Nov 26, 2024
  • ... MM International
  • ... Belfast, Maine
  • ... Salary: Not Available
  • ... Full-time

Call Center Banker   

Job Title :

Call Center Banker

Job Type :

Full-time

Job Location :

Belfast Maine United States

Remote :

No

Jobcon Logo Job Description :

Position: Call Center Banker

Location: Belfast, ME (Onsite)

Duration: Permanent

Industry: Banking / Loans

Experience: 4

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.

Job responsibilities include:

  • 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 tool

Required Qualifications:

  • 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 new technology/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

Must Have:

  • Experience in the banking/financial industry
  • Experience working in a call center
  • Experience working in an inbound contact center (phone, chat and or video)
  • Experience in telephone sales

Jobcon Logo Position Details

Posted:

Nov 26, 2024

Employment:

Full-time

Salary:

Not Available

Snaprecruit ID:

SD-CIE-73be2f8c0e4f92075adca781ee1e8ad7cd3e66e99f2df24690efd5c79ddb02cc

City:

Belfast

Job Origin:

CIEPAL_ORGANIC_FEED

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Position: Call Center Banker

Location: Belfast, ME (Onsite)

Duration: Permanent

Industry: Banking / Loans

Experience: 4

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.

Job responsibilities include:

  • 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 tool

Required Qualifications:

  • 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 new technology/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

Must Have:

  • Experience in the banking/financial industry
  • Experience working in a call center
  • Experience working in an inbound contact center (phone, chat and or video)
  • Experience in telephone sales

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