Chat Banker (ACS) Advanced Client Solutions 1st shift
Core
Connect clients with banking solutions to help achieve financial goals by balancing service requests and sales opportunities.
Role type
Chat Banker (Advanced Client Solutions)
Builds
Banking products including checking/savings accounts, credit cards, CDs, IRAs, and loans
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Financial needs analysis, Sales of banking products, Risk management, Probing questioning, Solution pairing, Rate quoting, Referral identification
Preferred skills
Banking/financial industry experience, Call center experience, Sales experience
Technologies
Banking software platforms, Customer relationship management tools
Responsibilities
Uncover financial needs and recommend products, Respond to customer inquiries and create customized solutions, Sell and fulfill banking products, Identify client needs for licensed sales functions and make referrals, Quote rates and terms for banking solutions, Manage risk in business transactions
Seniority
Individual Contributor, Entry to Mid-level