Telephone Banker - Call Center - 1st or 2nd shift
Core
Connect clients with banking solutions to help achieve financial goals by balancing service requests and sales opportunities.
Role type
Telephone Banker (Call Center)
Builds
Banking products including checking/savings accounts, credit cards, CDs, IRAs, and loans
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial needs analysis, product recommendation, objection handling, rate quoting, risk management, plain language communication
Preferred skills
Banking/financial industry experience, call center experience, telephone sales experience, retail sales experience
Technologies
Banking software platforms
Responsibilities
Uncover financial needs and recommend products/services, respond to customer inquiries, sell and fulfill banking products, identify needs for licensed sales functions, quote rates and terms, manage risk in transactions
Seniority
Individual Contributor