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Customer Service Banker

2 months ago


Phoenix, Arizona, United States Vodastra Full time
Job Overview

Position Title: Call Center Banker (Bilingual - Spanish)

Salary Range: $25.00 – $26.00 per hour

Company Profile:

Vodastra is a prominent financial services provider committed to enhancing the financial well-being of its clients through a wide array of solutions. The organization emphasizes Responsible Growth by cultivating an inclusive and diverse workplace, offering competitive benefits, and prioritizing employee wellness.

Role Summary:

The Call Center Banker plays a vital role in connecting clients with various financial solutions to assist them in reaching their objectives. This position entails balancing service requests with sales opportunities, delivering expertise on financial products, and recommending tailored services to meet client needs.

Key Responsibilities:

  • Client Relationship Management:
    • Develop and strengthen client relationships by identifying financial needs and suggesting suitable products and services.
    • Address client inquiries and concerns, providing customized solutions.
  • Sales and Service:
    • Promote and fulfill banking products including checking and savings accounts, credit cards, CDs, IRAs, and loans.
    • Provide quotes for rates, terms, and banking solutions.
    • Mitigate risks in transactions using available resources.
  • Referral and Risk Management:
    • Recognize client needs for licensed sales functions and refer to appropriate business partners as needed.
    • Manage objections, build rapport, and communicate options clearly.
  • Adaptability and Learning:
    • Engage with clients to understand their needs while adapting to ongoing changes and new technologies/processes.
    • Receive and implement performance feedback and coaching.

Required Qualifications:

  • Strong commitment to enhancing clients' financial lives.
  • Willingness to work flexible schedules, including weekends and holidays.
  • Intermediate computer proficiency and excellent organizational skills.
  • Effective decision-making and problem-solving abilities.
  • Openness to performance feedback and continuous improvement.

Desired Qualifications:

  • Experience in the banking or financial sector.
  • Prior experience in a call center or telephone sales environment.

Essential Skills:

  • Attention to Detail
  • Client Solutions Advisory
  • Customer Focus
  • Adaptability
  • Customer Service Management
  • Problem Solving
  • Active Listening
  • Business Development
  • Consulting
  • Referral Identification
  • Research

Educational Requirements:

  • High School Diploma / GED / Secondary School or equivalent

Company Culture & Recognition:

Vodastra has been acknowledged as one of the top companies to work for, reflecting its dedication to fostering a positive work environment and delivering exceptional client value.