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Call Center Banker

1 month ago

Lincoln, United States Inteletech Global Inc Full time
Job DescriptionJob Description

Job Description:


This role is responsible for connecting clients with the breadth of solutions that client offers to help achieve their financial goals in a virtual environment. 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.

An 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


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

Required 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, 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

Training/Start Date: Monday September 9, 2024

Training Schedule: Mon-Fri 9:00am-5:30pm EST

1st and 2nd shift available-closed on Sundays

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