Role: Call Center Banker
Shift: 1st/ 2nd Shift
Location: Belfast, ME
Job Description:
- Experience in the banking/financial industry
- Experience working in a call center
- Experience in telephone sales
- Experience with multi-solution customer offerings and bundling services
- Experience working as a Personal Banker managing high-client volume
An Advanced Client Solutions Specialist (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 (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
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
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
Job Types: Full-time, Contract
Work Location: In person
