Position Details
Call Center Banker Specialist Apply
We have a critical full-time position available with one of our esteemed clients that requires immediate attention. The onboarding process is being expedited, and upon successful placement, you will be eligible for 7% of the total annual salary. Your prompt assistance in this matter would be greatly appreciated.
This role is responsible for connecting clients with the breadth of solutions that Client offers to help achieve their financial goals in a virtual environment. Advanced Client Solutions Specialists balance service requests and sales opportunities, are experts on financial solutions, probe to understand life and financial goals, and pair new solutions and services to meet client needs.
Responsibilities:- Work with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs.
- Respond to customer inquiries and concerns, creating customized solutions.
- Sell and fulfill banking products (e.g., checking & savings accounts, credit cards, CDs, IRAs, loans).
- Identify client needs for Specialist (licensed) sales functions and refer to partners (Merrill, Lending, & Small Business).
- Quote rates, terms, and programs for banking solutions.
- Manage risk in every business, product, and service transaction leveraging available tools.
- Relationship building
- Consumer products and solutions
- Telephone sales
- Referral sales
- Transitioning client conversations
- Customer focus
- Customer service
- Building rapport
- Establishing trust
- Active listening
- Overcoming objections
- Gaining agreement
- Multitasking
- Oral communication
- Problem solving
- 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.
- 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.
- Displays passion, commitment, and drive to deliver an experience that improves our clients' financial lives.
- Commitment to teamwork and 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.
- Enjoys ongoing change and learning new technology/processes.
- One year of sales experience with cross-selling, upselling, or referring products.
- Intermediate level of proficiency with computers.
- Self-motivated with excellent organizational skills.
- Strong decision-making and problem-solving skills.
- Experience in the banking/financial industry.
- Experience working in a call center.
- Experience in telephone sales.
- Experience with multi-solution customer offerings and bundling services.
- Experience working as a Personal Banker managing high client volume.
