Call Center Banker

Company : Powelson Consulting

Job Type : Full Time

Phoenix, United States

Number of Applicants

000+

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Job Description - Call Center Banker

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:

â¢ Displays passion, commitment and drive to deliver an experience that improves our clientsâ financial lives â¢ Has a commitment to teamwork and the flexibility to work the schedule, including weekends and holidays â¢ 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 â¢ Is comfortable receiving ongoing performance feedback and coaching â¢ Enjoys ongoing change and learning new technology/processes â¢ One year of sales experience with cross-selling, upselling or referring products â¢ Has an intermediate level of proficiency with computers â¢ Is self-motivated with excellent organizational skills â¢ 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

â¢ Competitive suite of benefits including tuition/dependent care reimbursement, generous 401K and PTO offerings â¢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. â¢Collaborating with a team of professional sales specialists and managers in a call center environment. â¢Thriving in a fast paced, dynamic environment and interacting with clients throughout your day â¢ Communicating with clients throughout the entire shift with structured breaks. â¢ Navigating multiple computer systems while interacting with the client. â¢ Listening to, understanding and providing needs-based sales solutions for our clients. â¢ Incentive opportunities for meeting and/or exceeding critical performance standards. â¢ Long term career opportunity with multiple career development paths.

Original job Call Center Banker posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.

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Call Center Banker

Job Description - Call Center Banker

Requirements

Benefits

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