What are the responsibilities and job description for the Telephone Banker position at GK Solutions?
Job Overview
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
Experience
- 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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Job Type: Full-time
Pay: $23.00 - $24.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Vision insurance
Work Location: In person
Salary : $23 - $24