Contact Center Priority Banker - SLC, Utah
Core
Provides full-service banking to affluent clients through advice, guidance, and education on financial products and services via inbound/outbound phone calls.
Role type
Contact Center Priority Banker
Builds
Customer relationships and financial product adoption for top 10% of customer base
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
customer service, sales, banking knowledge, verbal communication, multitasking, problem solving, policy adherence
Preferred skills
college degree, lending experience, relationship-based client consultation experience
Technologies
computer systems, electronic banking platforms, NMLS registry
Responsibilities
Achieve contact center targets and goals, educate customers on loan and deposit types, resolve customer issues, refer complex cases to experts, work with limited supervision
Seniority
Entry-level to Mid-level, individual contributor