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Relationship Banker - Call Center

  • ... Posted on: Jul 17, 2025
  • ... A-Line Staffing Solutions
  • ... Rio Rancho, New Mexico
  • ... Salary: Not Available
  • ... Full-time

Relationship Banker - Call Center   

Job Title :

Relationship Banker - Call Center

Job Type :

Full-time

Job Location :

Rio Rancho New Mexico United States

Remote :

No

Jobcon Logo Job Description :

Job Description

Job Description

Job Title: Relationship Banker - Call Center
Location: Rio Rancho, NM
Type: Full-Time | Permanent
Pay: $26.00/hour

About the Opportunity
In this client-facing role, you’ll connect with customers by phone to understand their financial needs and offer tailored solutions, from checking and savings accounts to loans, credit cards, and retirement products. If you're passionate about helping people achieve financial wellness and thrive in a fast-paced, goal-driven environment, this could be the perfect fit for you.

What You’ll Do

  • Handle inbound service and sales calls with professionalism and care
  • Recommend financial solutions based on client goals and life stages
  • Offer deposit products, loans, credit cards, IRAs, and CDs
  • Refer clients to specialists for mortgage, investment, or insurance needs
  • Maintain compliance with risk and regulatory guidelines
  • Accurately document all client interactions
  • Work collaboratively with teammates in a supportive environment

Required Qualifications

  • Prior experience in banking, financial services, or a call center setting
  • Telephone-based sales experience
  • High school diploma or GED
  • Excellent communication and active listening skills
  • Ability to handle objections and build rapport
  • Strong attention to detail and computer proficiency

Preferred Qualifications

  • Strong organizational and time-management skills
  • Openness to coaching and continuous improvement
  • Bilingual (a plus but not required)

Why You’ll Love It Here

  • Supportive, inclusive team culture
  • Opportunities for growth, development, and internal mobility
  • Meaningful work helping people reach financial goals
  • Be part of an organization that values connection, impact, and purpose

Ready to grow your career and make a difference?
Apply today and start helping clients build better financial futures.

View Full Description

Jobcon Logo Position Details

Posted:

Jul 17, 2025

Employment:

Full-time

Salary:

Not Available

Snaprecruit ID:

SD-zip-73f94eafcacfc72478219e2a98841b305018fdb9c8c3a48ead07fb2ac66c10e0

City:

Rio Rancho

Job Origin:

ziprecruiter

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Job Description

Job Description

Job Title: Relationship Banker - Call Center
Location: Rio Rancho, NM
Type: Full-Time | Permanent
Pay: $26.00/hour

About the Opportunity
In this client-facing role, you’ll connect with customers by phone to understand their financial needs and offer tailored solutions, from checking and savings accounts to loans, credit cards, and retirement products. If you're passionate about helping people achieve financial wellness and thrive in a fast-paced, goal-driven environment, this could be the perfect fit for you.

What You’ll Do

  • Handle inbound service and sales calls with professionalism and care
  • Recommend financial solutions based on client goals and life stages
  • Offer deposit products, loans, credit cards, IRAs, and CDs
  • Refer clients to specialists for mortgage, investment, or insurance needs
  • Maintain compliance with risk and regulatory guidelines
  • Accurately document all client interactions
  • Work collaboratively with teammates in a supportive environment

Required Qualifications

  • Prior experience in banking, financial services, or a call center setting
  • Telephone-based sales experience
  • High school diploma or GED
  • Excellent communication and active listening skills
  • Ability to handle objections and build rapport
  • Strong attention to detail and computer proficiency

Preferred Qualifications

  • Strong organizational and time-management skills
  • Openness to coaching and continuous improvement
  • Bilingual (a plus but not required)

Why You’ll Love It Here

  • Supportive, inclusive team culture
  • Opportunities for growth, development, and internal mobility
  • Meaningful work helping people reach financial goals
  • Be part of an organization that values connection, impact, and purpose

Ready to grow your career and make a difference?
Apply today and start helping clients build better financial futures.

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