Digital Activation Outbound Specialist
Core
Outbound Specialist places timely calls to guide clients through account setup, digital enrollment, and onboarding outcomes.
Role type
Individual-contributor outbound specialist
Builds
Digital banking tool adoption, account funding, and client onboarding
Domain
Banking / Financial Services
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 knowledge, money movement products knowledge, high call volume management, multitasking, situational leadership
Responsibilities
Conduct proactive outbound outreach to assigned clients, drive core onboarding outcomes including account funding and digital enrollment, assist with resolution of client issues, identify client needs and refer opportunities to bankers, interact with clients and other departments to ensure successful outcomes
Seniority
Mid-level, individual contributor