What are the responsibilities and job description for the Call Center Banker (Specialist) position at Powelson Consulting?
This role is responsible for connecting clients with the breadth of solutions that the company offers to help achieve their financial goals in a virtual environment. Advanced Client Solutions Specialists balance service requests and sales opportunities, are experts on financial solutions, probe to understand life and financial goals, and pair new solutions and services to meet client needs.
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
Training/Start Date: Monday September 9, 2024
Training Schedule: Mon-Fri 9:00am-5:30pm EST
1st and 2nd shift available-closed on Sundays
Requirements
Onsite:
Monday, Tuesday, Friday -- 7:55AM-6:55PM & Saturday 8:55AM-7:55PM
Tuesday, Wednesday, Thursday, Friday -- 10:30AM-7:30PM & Saturday 11:00AM-8:00PM
Lincoln, RI
Non-negotiables:
• Displays passion, commitment, and drive to deliver an experience that improves our clients’ financial lives
• Has a commitment to teamwork and the flexibility to work the schedule, including weekends and holidays
• Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport, and handling objections
• Is comfortable receiving ongoing performance feedback and coaching
• Enjoys ongoing change and learning new technology/processes
• One year of sales experience with cross-selling, upselling or referring products
• Has an intermediate level of proficiency with computers
• Is self-motivated with excellent organizational skills
• Has strong decision-making and problem-solving skills
Nice-to-have:
• 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
Salary : $25