Digital Activation Outbound Specialist
Core
Place timely outbound calls to guide clients through account setup, digital enrollment, and onboarding outcomes like funding and tool adoption.
Role type
Outbound specialist (individual contributor)
Builds
Digital banking adoption and account funding for business clients
Domain
Banking / Financial Services
Deliverable
product features
Required skills
outbound calling, client management, problem-solving, digital banking systems navigation, account management, project management, operations, logistics, customer service, conflict resolution, verbal communication, written communication
Preferred skills
business banking product knowledge, high call volume management, multitasking, situational leadership
Responsibilities
Conduct proactive outbound outreach with disciplined call cadence and follow-up; Drive core onboarding outcomes including account funding, online banking enrollment, debit card activation, and bill pay setup; Assist with resolution of client issues or escalate to appropriate support channels; Identify client needs and refer opportunities to bankers and partner teams; Interact with clients and other departments to ensure successful client outcomes.
Seniority
Individual Contributor, 1-4 years experience