Account Services Representative
4 weeks ago
Job Title: Call Center Banker
Location: Lincoln, RI (ON SITE)
Salary Range: 49,000 to 55,000 Annually
Job Type: Full Time Hire
Shift: 1st and 2nd shift available closed on Sundays (Can Select)
Job Description:
This role is responsible for connecting clients with the breadth of solutions that are offered 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.
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
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
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.”
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