Call Center Banking Specialist

15 hours ago

Belfast, United States A-Line Staffing Solutions Full time

Call Center Banking Specialist Overview
This role is responsible for connecting clients with the breadth of solutions that offers to help achieve their financial goals. Call Center Banking Specialist 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.

Call Center Banking Specialist Responsibilities


As an A Call Center Banking Specialist, you will:

  • Work with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs.
  • Respond to customer inquiries and concerns, creating customized solutions.
  • Sell and fulfill banking products (examples: checking & savings accounts, credit cards, CDs, IRAs, loans).
  • Identify client needs for Specialist (licensed) sales functions and refer to partners (Merrill, Lending, & Small Business).
  • Quote rates, terms, and programs for banking solutions.
  • Manage risk in every business, product, and service transaction, leveraging available tools.

Call Center Banking Specialist Required Skills

  • Passion, commitment, and drive to deliver an experience that improves clients financial lives.
  • Ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport, and showing empathy.
  • Curiosity, a growth mindset, and comfort with receiving ongoing performance feedback and coaching.
  • Enjoyment of ongoing change and learning new technology/processes.
  • Intermediate level of proficiency with computers.

Call Center Banking Specialist Preferred 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: 1st Shift Training

Shifts Available After Training: 1st and 2nd Shifts

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