As a Call Center Banker Specialist Spanish 1st and 2ndShift t his role is responsible for connectingclients with the breadth of solutions that this client offers tohelp achieve their financial goals.
Advanced Client SolutionsSpecialists balance service requests and sales opportunities areexperts on financial solutions probe to understand life andfinancial goals and pair new solutions and services to meet clientneeds.
Training / StartDate : Monday October 72024
TrainingSchedule : MonFri 9 : 00am5 : 30pmEST
1st and 2ndshift availableclosed onSundays
AdvancedClient Solutions Specialist(responsibilities)
Works with clients to build and deepen relationships by uncoveringfinancial needs and recommending the best products services andsolutions
to meetthoseneeds
Responds to customer inquiries and concerns creating customizedsolutions
Sells and fulfills banking products (examples : checking &savings accounts credit cards CDs IRAsloans)
Identifies client needs for Specialist (licensed) sales functionsand refer to partners (Merrill Lending & SmallBusiness)
Quotes rates terms and programs for bankingsolutions
Manages risk in every business product and service transactionleveraging availabletools
Requirements
Requiredskills :
Displays passion commitment and drive to deliver an experience thatimproves our clients financiallives
Has the ability to engage with clients and seek to understand theirneeds while actively sharing options using plain language buildingrapport
and showingempathy
Is curious has a growth mindset and is comfortable receivingongoing performance feedback andcoaching
Enjoys ongoing change and learning newtechnology / processes
Has an intermediate level of proficiency withcomputers
Desiredskills (that may result in a higher than average startingsalary)
Experience in financialservices
Experience in sales crossselling upselling or referringproducts
Experience working in an inbound or outbound contact center (phonechat and orvideo)
Experience working as a Personal Banker managing high clientvolume
One year of sales experience with cross-selling, upselling orreferring products Intermediate level of proficiency withcomputers
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