Call Center Banker (Specialist)
: Job Details :

Job Description This role is responsible for connecting clients with the breadth of solutions that the company offers to help achieve their financial goals in a virtual environment. Advanced Client Solutions Specialists balance service requests and sales opportunities, are experts on financial solutions, probe to understand life and financial goals, and pair new solutions and services to meet client needs. An Advanced Client Solutions Specialist (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 (examples: checking & savings accounts, credit cards, CDs, IRAs, loans) •Identifies client needs for Specialist (licensed) sales functions and refer to partners (Merrill, Lending, & Small Business) •Quotes rates, terms and programs for banking solutions •Manages risk in every business, product and service transaction leveraging available tools Skills Used in this Role: •Relationship building •Consumer products and solutions •Telephone sales •Referral Sales •Transitioning client conversations •Customer focus •Customer service •Building rapport •Establishing Trust •Active Listening •Overcoming objections •Gaining agreement •Multitasking •Oral communication •Problem solving Required skills: •Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives •Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and showing empathy •Is curious, has a growth mindset and is comfortable receiving ongoing performance feedback and coaching •Enjoys ongoing change and learning new technology/processes •Has an intermediate level of proficiency with computers Desired skills (that may result in a higher than average starting salary) •Experience in financial services •Experience in sales, cross-selling, upselling or referring products •Experience working in an inbound or outbound contact center (phone, chat and or video) •Experience working as a Personal Banker managing high client volume Training/Start Date: Monday September 9, 2024 Training Schedule: Mon-Fri 9:00am-5:30pm EST 1st and 2nd shift available-closed on Sundays Requirements Onsite: Monday, Tuesday, Friday7:55AM-6:55PM & Saturday 8:55AM-7:55PM Tuesday, Wednesday, Thursday, Friday10:30AM-7:30PM & Saturday 11:00AM-8:00PM Lincoln, RI Non-negotiables: •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 •Enjoys ongoing change and learning new technology/processes •One year of sales experience with cross-selling, upselling or referring products •Has an intermediate level of proficiency with computers •Is self-motivated with excellent organizational skills •Has strong decision-making and problem-solving skills Nice-to-have: •Experience in the banking/financial industry •Experience working in a call center •Experience in telephone sales •Experience with multi-solution customer offerings and bundling services •Experience working as a Personal Banker managing high-client volume