What are the responsibilities and job description for the Customer Service & Sales (Banking) {177273} position at A-Line Staffing Solutions?
Pay: From $25.00 per hour
Job description:
Client Relationship Banker – Customer Service & Sales
Schedule: Tuesday–Saturday, 12:00 PM–9:00 PM
Education: High School Diploma or GED Required
Job Summary
Seeking a motivated, customer-focused Client Relationship Banker to help clients achieve their financial goals by identifying their needs and recommending appropriate banking products and services. This role combines customer service, relationship building, and sales to deliver personalized financial solutions and an exceptional client experience.
The ideal candidate enjoys working with people, asking questions to understand their needs, identifying sales opportunities, and building lasting relationships. Candidates with experience in banking, financial services, call centers, or telephone sales are encouraged to apply.
Key Responsibilities
- Build and strengthen client relationships by identifying financial needs and recommending appropriate banking products and services.
- Respond to client inquiries, resolve concerns, and provide personalized solutions.
- Sell and fulfill banking products, including checking and savings accounts, credit cards, certificates of deposit (CDs), individual retirement accounts (IRAs), and loans.
- Identify opportunities to refer clients to specialized banking partners for additional financial services.
- Explain product features, rates, terms, and available banking programs in clear, easy-to-understand language.
- Build rapport with clients, actively listen to their concerns, and address objections professionally.
- Identify opportunities to cross-sell and upsell products and services based on client needs.
- Follow established banking procedures, regulatory requirements, and risk management practices.
- Adapt to changing technology, procedures, and business priorities while maintaining a high standard of customer service.
- Participate in ongoing coaching, training, and performance development.
Required Qualifications
- High school diploma, GED, or equivalent.
- Strong customer service skills and a genuine interest in helping clients improve their financial lives.
- Ability to communicate clearly, demonstrate empathy, and build rapport with clients.
- Strong listening, problem-solving, and decision-making skills.
- Ability to identify client needs and explain available options in plain language.
- Intermediate computer proficiency and the ability to learn new systems and technologies.
- Strong organizational skills, attention to detail, and self-motivation.
- Willingness to receive feedback, participate in coaching, and continuously develop professionally.
- Flexibility to work the required Tuesday–Saturday schedule, including potential holiday coverage.
Preferred Qualifications
- Experience in banking, financial services, or a related industry.
- Experience in sales, cross-selling, upselling, or making product referrals.
- Previous experience in an inbound or outbound contact center environment, including phone, chat, or video support.
- Experience as a Personal Banker or in a similar high-volume client-facing role.
- Experience in telephone sales and customer relationship management.
Key Skills
- Customer Service and Client Relationship Management
- Sales and Business Development
- Active Listening and Communication
- Needs Assessment and Solution Recommendations
- Cross-Selling and Referral Identification
- Problem-Solving and Issue Resolution
- Attention to Detail
- Adaptability and Technology Proficiency
- Regulatory Compliance and Risk Awareness
- Organization and Time Management
Work Schedule
- Days: Tuesday–Saturday
- Hours: 12:00 PM–9:00 PM
- Candidates must be able to consistently work the required schedule.
Salary : $25