Telephone Banker - Call Center (ACS)
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 and services (checking, savings, credit cards, CDs, IRAs, loans)
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Client Solutions Advisory, Customer Service Management, Problem Solving, Active Listening, Business Development, Referral Identification, Research, Adaptability, Attention to Detail
Preferred skills
Banking/financial industry experience, Call center experience, Telephone sales experience, Retail/hospitality sales experience
Technologies
Computers
Responsibilities
Work with clients to build relationships by uncovering financial needs and recommending 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, terms, and programs; Manage risk in transactions
Seniority
Individual Contributor