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Account Services Representative

3 months ago

Brunswick, United States Russell Tobin Full time

Job title: Call Center Rep

Location: Brunswick, Maine (ON SITE)

Pay Range: $24-27/hour on W2.

Job Type: Full Time Role

Shift Time: 1st and 2nd shift Available (Can Select)


Job Description:

This role is responsible for connecting clients with the breadth of solutions that 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.

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 (examples: checking & savings accounts, credit cards, CDs, IRAs, loans)

Identifies client needs for Specialist (licensed) sales functions and refer to partners (Merrill, Lending, & Small Business)

Quotes rates, terms and programs for banking solutions

Manages risk in every business, product and service transaction leveraging available tools


Skills Used in this Role:

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


Required skills:

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


What are the 3-4 non-negotiable requirements of this position?

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

Enjoys ongoing change and learning new technology/processes

One year of sales experience with cross-selling, upselling or referring products

Has an intermediate level of proficiency with computers

Is self-motivated with excellent organizational skills

Has strong decision-making and problem-solving skills


What are the nice-to-have 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


“Russell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.”