Chat Specialist

**Skills**:

- Attention to Detail
- Customer and Client Focus
- Interpret Relevant Laws, Rules, and Regulations
- Written Communications
- Adaptability
- Client Experience Branding
- Customer Service Management
- Issue Management
- Problem Solving
- Advisory
- Business Development
- Client Solutions Advisory
- Consulting
- Research

**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 with chat
- Experience with multi-solution customer offerings and bundling services
- Experience working as a Personal Banker managing high client volume

**Job Type**: Contract

Pay: $20.00 - $24.00 per hour

Experience level:

- 2 years
- 3 years
- 4 years

Shift:

- 8 hour shift

Weekly day range:

- Monday to Friday

Work setting:

- In-person

Ability to Relocate:

- Chandler, AZ: Relocate before starting work (required)

Work Location: In person