Bilingual Spanish - Telephone Banker - East Providence, RI
$52,000–$64,501 year
On-siteRiverside, California, United States
Job Summary
Balance service requests and sales opportunities while providing subject matter expertise on financial solutions. Work with clients to uncover needs and recommend products, including checking accounts, credit cards, CDs, IRAs, and loans. Respond to inquiries, create customized solutions, and quote rates and terms for banking offerings. Identify client needs for licensed sales functions and manage risk in every transaction. Requires intermediate computer proficiency, strong decision-making skills, and bilingual Spanish. Schedule runs Tuesday through Saturday with weekend and holiday coverage.
Required Qualifications
- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
- Commitment to teamwork and the flexibility to work the schedule, including weekends and holidays
- Ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections
- Comfortable receiving ongoing performance feedback and coaching
- Comfortable with ongoing change and learning new technology/processes
- Minimum of an intermediate level of proficiency with computers
- Self-motivated with excellent organizational skills
- Strong decision-making and problem-solving skills
- Bilingual Spanish
Desired Qualifications
- Experience in the banking/financial industry
- Experience working in a call center
- Experience in telephone sales
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