Demo

Call Center Banker

GK Solutions
Lincoln, RI Full Time
POSTED ON 5/6/2025
AVAILABLE BEFORE 7/6/2025

Job Summary
We are seeking a motivated and dynamic Call Center Representative to join our team. The ideal candidate will be responsible for providing exceptional customer service, assisting clients with inquiries, and promoting Banking & financial products. This role requires strong communication skills and the ability to analyze customer needs effectively. Bilingual or multilingual candidates are highly encouraged to apply, as they will enhance our ability to serve a diverse clientele.

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.

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

Desired skills

  • 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

Join us as we strive to deliver outstanding service to our customers while fostering a collaborative work environment!

Job Type: Full-time

Pay: $25.00 - $28.00 per hour

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Life insurance
  • Vision insurance

Physical Setting:

  • Call center
  • Office

Schedule:

  • Day shift

Supplemental Pay:

  • Bonus opportunities

Ability to Commute:

  • Lincoln, RI 02865 (Required)

Ability to Relocate:

  • Lincoln, RI 02865: Relocate before starting work (Required)

Work Location: In person

Salary : $25 - $28

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