Customer Service Banker
2 weeks ago
Position Title: Customer Service Banker (Bilingual - Spanish)
Location: Remote
Company Overview:
Vodastra is a prominent financial services provider committed to enhancing the financial well-being of our clients through a wide array of tailored solutions. We emphasize Responsible Growth by cultivating an inclusive workplace, offering competitive benefits, and prioritizing employee wellness.
Role Summary:
The Customer Service Banker plays a crucial role in connecting clients with diverse financial products and services to help them meet their financial aspirations. This position requires a balance between addressing service inquiries and seizing sales opportunities, delivering expert advice on financial offerings, and suggesting products that align with client requirements.
Key Responsibilities:
- Client Relationship Management:
- Develop and strengthen client relationships by assessing financial needs and proposing suitable products and services.
- Address client questions and concerns, crafting personalized solutions.
- Sales and Service:
- Promote and fulfill banking products such as checking and savings accounts, credit cards, CDs, IRAs, and loans.
- Provide information on rates, terms, and programs for banking solutions.
- Mitigate transaction risks 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 evolving technologies and processes.
- Receive and implement performance feedback and coaching.
Required Qualifications:
- Strong commitment to enhancing clients' financial well-being.
- Willingness to work flexible schedules, including weekends and holidays.
- Intermediate computer skills and excellent organizational abilities.
- Effective decision-making and problem-solving skills, along with adaptability.
- 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.
Skills:
- Attention to Detail
- Client Solutions Advisory
- Customer Focus
- Adaptability
- Customer Service Management
- Problem Solving
- Active Listening
- Business Development
- Consulting
- Referral Identification
- Research
Education:
- High School Diploma / GED / Secondary School or equivalent
Company Culture & Recognition:
Vodastra has been acknowledged as one of the best companies to work for, reflecting our dedication to fostering a positive work environment and delivering exceptional client value.
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