Call Center Banker

3 weeks ago


Phoenix, United States Plaxonic Technologies Full time

**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 including checking and savings accounts, credit cards, Certificate of Deposits (CDs), Individual Retirement Accounts (IRAs), and loans
- Identifies client needs for licensed sales functions, making referrals to Line of Business partners
- Quotes rates, terms, and programs for banking solutions
- Manages risk in every business, product, and service transaction leveraging available tools

**Skills**:

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

Pay: $20.00 - $24.00 per hour

**Benefits**:

- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance

Schedule:

- Monday to Friday

**Experience**:

- Customer service: 4 years (required)
- Call center: 4 years (required)
- Outbound calling: 4 years (required)
- Inbound calling: 4 years (required)
- Banking: 4 years (required)
- Financial sales: 4 years (required)

Ability to Commute:

- Phoenix, AZ (required)

Work Location: On the road


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