Call Center Banker

Job Description

At Powelson Consulting, we are looking for a Call Center Banker for our Financial Services client. In this role focus on connecting clients with the breadth of solutions that the bank offers to help achieve financial goals.

Key responsibilities include balancing service requests and sales opportunities, providing subject matter expertise on financial solutions, asking clients probing questions to understand life and financial goals, and pairing new solutions and services to meet client needs.

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

Requirements

Need to have :

• 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

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

Benefits

• Competitive suite of benefits including tuition / dependent care reimbursement, generous 401K and PTO offerings
• A schedule that works with your life. We have several schedule offerings to help you achieve better work-life balance. Ask one of our recruiters about our schedule options.
• Collaborating with a team of professional sales specialists and managers in a call center environment.
• Thriving in a fast paced, dynamic environment and interacting with clients throughout your day
• Communicating with clients throughout the entire shift with structured breaks.
• Navigating multiple computer systems while interacting with the client.
• Listening to, understanding and providing needs-based sales solutions for our clients.
• Incentive opportunities for meeting and / or exceeding critical performance standards.
• Long term career opportunity with multiple career development paths.

Requirements

Need to have :

• 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 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
27 days ago