Customer Service Banker

2 weeks ago


Phoenix, Arizona, United States Vodastra Full time
Job Overview

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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