Bilingual Customer Service Representative

1 month ago


Lincoln, United States Russell Tobin Full time

Russell Tobin's client, a prominent global financial services firm that offers comprehensive investment banking, securities, investment management, and wealth management services, is seeking to hire a Call Center Banker in Lincoln, RI.

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Job title: Call Center Banker - 1st and 2nd shift (Bilingual/Spanish)

Location: Lincoln RI

Job type: Permanent

Pay rate: $24.00 – $27.00/ hr


Position Description:

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.


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 skills:

  • 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 self-motivated with excellent organizational skills
  • Has strong decision-making and problem-solving skills


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


Desired Skills

  • Experience in the banking/financial industry/financial services
  • Experience working as a Personal Banker managing high client volume
  • Experience working in a call center
  • Experience working in an inbound or outbound contact center (phone, chat and or video)
  • Experience in telephone sales


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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