Call Center Specialist

4 weeks ago


Phoenix, United States Russell Tobin Full time

Russell Tobin is looking to for a Call Center Banker in Phoenix, AZ for our client who is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.


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.


Job title: Call Center Banker

Location: Phoenix, AZ

Job type: Permanent

Pay rate: $24.00 – $26.00/ hr


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


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


Minimum Education Requirement:

• Bachelors/Associates degree preferred

• High School Diploma


BENEFITS DISCLOSURE

“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.”



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