Call Center Banker
On-sitePhoenix, Arizona, United States
Phoenix, Arizona, United StatesOn-siteFull TimeSmall
Full TimeSmall
Job Summary
Balance service requests and sales opportunities by connecting clients with financial solutions to achieve their goals. Respond to inquiries, uncover specific needs, and recommend products such as checking accounts, CDs, IRAs, and loans. Quote rates, terms, and programs while managing risk across all transactions. Identify needs for licensed sales functions and make referrals to Line of Business partners. Requires one year of sales experience, proficiency with computers, and comfort with performance feedback. Works in a fast-paced call center environment with flexible schedule options including weekends and holidays.
Required Qualifications
- 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
- Attention to Detail
- Client Solutions Advisory
- Client Experience Branding
- Interpret Relevant Laws, Rules, and Regulations
- Adaptability
- Customer Service Management
- Issue Management
- Active Listening
- Business Development
- Consulting
- Referral Identification
- Research
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