Call Center Banker

3 weeks ago


Phoenix, United States Simplelogix 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

**Required Qualifications**:
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

Is comfortable with ongoing change and learning new technology/processes
- Has at least an intermediate level of proficiency with computers
- Is self-motivated with excellent organizational skills
- Has strong decision-making and problem-solving skills

**Desired Qualifications**:
Experience in the banking/financial industry

Experience working in a call center

Experience in telephone sales

**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: $24.00 - $27.00 per hour

Work Location: In person


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