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Call Center Banker- Specialist
2 months ago
Job Title: Call Center Banker- Specialist-1st and 2nd Shift- Belfast, ME
Onsite Position
Location: Belfast, ME, US
Brunswick, ME, US
South Portland, ME, US
Permanent | Req ID: 24027903
Sales
Salary: USD $24.00 $27.00 / hr. with benefits
What are the 3-4 non-negotiable requirements of this position?
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
What is exciting about this opportunity? Please include team and company culture.
Competitive suite of benefits including tuition/dependent care reimbursement, generous 401K and PTO offerings A schedule that works with your life. We have several schedule offerings to help you achieve better work-life balance. Ask one of our recruiters about our schedule options. Collaborating with a team of professional sales specialists and managers in a call center environment. Thriving in a fast-paced, dynamic environment and interacting with clients throughout your day Communicating with clients throughout the entire shift with structured breaks. Navigating multiple computer systems while interacting with the client. Listening to, understanding, and providing needs-based sales solutions for our clients. Long-term career opportunity with multiple career development paths.
Job description
we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
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
