Verified Job
Customer Support / TeleCaller
Call Center Telephone Banker - 1st 2nd shift
Customer Support / TeleCaller
#535497
Remote / WFH
Job Description
Qualifications
Attention to Detail
Adaptability
Client Experience Branding
Customer Service Management
Issue Management
Active Listening
Business Development
Consulting
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 newtechnology/processes
Minimum of at least an intermediate level of proficiency with computers
Self-motivated with excellent organizational skills
Strong decision-making and problem-solving skills
High School Diploma / GED / Secondary School or equivalent
Responsibilities
This job is responsible for 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
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
Client Solutions Advisory
Customer and Client Focus
Interpret Relevant Laws, Rules, and Regulations
Problem Solving
Job description
This job is responsible for 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 ne...
Attention to Detail
Adaptability
Client Experience Branding
Customer Service Management
Issue Management
Active Listening
Business Development
Consulting
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 newtechnology/processes
Minimum of at least an intermediate level of proficiency with computers
Self-motivated with excellent organizational skills
Strong decision-making and problem-solving skills
High School Diploma / GED / Secondary School or equivalent
Responsibilities
This job is responsible for 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
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
Client Solutions Advisory
Customer and Client Focus
Interpret Relevant Laws, Rules, and Regulations
Problem Solving
Job description
This job is responsible for 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 ne...
