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Call Center Banker

2 months ago

Phoenix, United States Waterfall Technology Consulting Partners Full time

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.

The Pay: $25 $26.00 hourly

Location: Phoenix Arizona. Must live within a commutable distance. This role is onsite.

Responsibilities:

  • 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

Required Qualifications:

  • 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
  • Is comfortable with ongoing change and learning new technology/processes
  • Has at least an intermediate level of proficiency with computers
  • Is selfmotivated with excellent organizational skills
  • Has strong decisionmaking and problemsolving skills

Desired Qualifications:

  • Experience in the banking/financial industry
  • Experience working in a call center
  • Experience in telephone sales

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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Waterfall Technology Consulting Partners LLC (WTCP) is an equal opportunity employer and welcomes candidates from all backgrounds to apply. If you are ready to take the next step in your career please submit your resume today

Remote Work :

No