Call Center Banker

Call Center Banker Phoenix AZ $24.00-$28.00 / Hr

Job Description : This role is responsible for connecting clients with the breadth of solutions that the Bank offers to help achieve their financial goals in a virtual environment. Advanced Client Solutions Specialists balance service requests and sales opportunities, are experts on financial solutions, probe to understand life and financial goals, and pair new solutions and services to meet client needs.

• 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 (examples : checking & savings accounts, credit cards, CDs, IRAs, loans)
• Identifies client needs for Specialist (licensed) sales functions and refer to partners (Merrill, Lending, & Small Business)
• Quotes rates, terms and programs for banking solutions
• Manages risk in every business, product and service transaction leveraging available tools

Required skills :

Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives

Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and showing empathy

Is curious, has a growth mindset and is comfortable receiving ongoing performance feedback and coaching

Enjoys ongoing change and learning new technology / processes

Has an intermediate level of proficiency with computers

Desired skills (that may result in a higher than average starting salary)

Experience in financial services

Experience in sales, cross-selling, upselling or referring products

Experience working in an inbound or outbound contact center (phone, chat and or video)

Experience working as a Personal Banker managing high client volume

Ideal Candidate

Experience in financial services

Experience in sales, cross-selling, upselling or referring products

Experience working in an inbound or outbound contact center (phone, chat and or video)

Experience working as a Personal Banker managing high client volume

Benefits

Competitive suite of benefits including tuition / dependent care reimbursement, generous medical, 401K, and paid time off offerings

Financial incentives for meeting and / or exceeding performance standards, including cash and stock

A schedule that helps you achieve better work-life balance (Ask one of our recruiters about our schedule options)

World-class training and on-the-job personalized support from dedicated coaches and leaders who are invested in your success

Skills Used in this Role :

Relationship building

Consumer products and solutions

Telephone sales

Referral Sales

Transitioning client conversations

Customer focus

Customer service

Building rapport

Establishing Trust

Active Listening

Overcoming objections

Gaining agreement

Multitasking

Oral communication

Problem solving

Job Type : Full-time

Pay : $24.00+ per hour

Benefits :

401(k)

401(k) matching

Dental insurance

Health insurance

Life insurance

Paid time off

Vision insurance