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Call Center Banker- Specialist

2 months ago


Lincoln, United States HR Recruiting Services Full time

As a Call Center Banker Specialist Spanish 1st and 2nd Shift this role is responsible for connecting clients with the breadth of solutions that this client offers to help achieve their financial goals. 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.

Training/Start Date: Monday October 7 2024

Training Schedule: MonFri 9:00am5:30pm EST

1st and 2nd shift availableclosed on Sundays



Advanced Client Solutions Specialist (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 (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

RequirementsRequired 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

Desired skills (that may result in a higher than average starting salary)
Experience in financial services
Experience in sales crossselling 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

One year of sales experience with cross-selling, upselling or referring products Intermediate level of proficiency with computers