Description
:
This job is responsible for 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:
1. Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs
2. Responds to customer inquiries and concerns, creating customized solutions
3. Sells and fulfills banking products including checking and savings accounts, credit cards, Certificate of Deposits (CDs), Individual Retirement Accounts (IRAs), and loans
4. Identifies client needs for licensed sales functions, making referrals to Line of Business partners
5. Quotes rates, terms, and programs for banking solutions
6. Manages risk in every business, product, and service transaction leveraging available tools
Required Qualifications:
7. Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives
8. Commitment to teamwork and the flexibility to work the schedule, including weekends and holidays
9. Ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections
10. Comfortable receiving ongoing performance feedback and coaching
11. Comfortable with ongoing change and learning new technology/processes
12. Minimum of an intermediate level of proficiency with computers
13. Self-motivated with excellent organizational skills
14. Strong decision-making and problem-solving skills
Desired Qualifications:
15. Experience in the banking/financial industry
16. Experience working in a call center
17. Experience in telephone sales
Skills:
18. Attention to Detail
19. Client Solutions Advisory
20. Customer and Client Focus
21. Interpret Relevant Laws, Rules, and Regulations
22. Adaptability
23. Client Experience Branding
24. Customer Service Management
25. Issue Management
26. Problem Solving
27. Active Listening
28. Business Development
29. Consulting
30. Referral Identification
31. Research
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40