Call Center Banker

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 :

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

Skills :

Benefits :

Competitive suite of benefits including tuition / dependent care reimbursement, generous 401K and PTO offerings

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.

Collaborating with a team of professional sales specialists and managers in a call center environment.

Thriving in a fast paced, dynamic environment and interacting with clients throughout your day

Communicating with clients throughout the entire shift with structured breaks.

Navigating multiple computer systems while interacting with the client.

Listening to, understanding and providing needs-based sales solutions for our clients.

Incentive opportunities for meeting and / or exceeding critical performance standards.

Long term career opportunity with multiple career development paths.

Powelson Consulting is an Equal Opportunity Employer and does not discriminate on the basis of race or ethnicity, religion, sex, national origin, age, veteran disability or genetic information or any other reason prohibited by law in employment.