Call Center Banker Specialist

This role is responsible for connecting clients with the breadth of solutions that the company offers to help achieve their financial goals in a virtual environment. Advanced Client Solutions Specialists balance service requests and sales opportunities are experts on financial solutions probe to understand life and financial goals and pair new solutions and services to meet client needs.

An Advanced Client Solutions Specialist (responsibilities)

Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products services and solutions to meet those needs

Responds to customer inquiries and concerns creating customized solutions

Sells and fulfills banking products (examples: checking & savings accounts credit cards CDs IRAs loans)

Identifies client needs for Specialist (licensed) sales functions and refer to partners (Merrill Lending & Small Business)

Quotes rates terms and programs for banking solutions

Manages risk in every business product and service transaction leveraging available tools

Skills Used in this Role:

Relationship building

Consumer products and solutions

Telephone sales

Referral Sales

Transitioning client conversations

Customer focus

Customer service

Building rapport

Establishing Trust

Active Listening

Overcoming objections

Gaining agreement

Multitasking

Oral communication

Problem solving

Required skills:

Displays passion commitment and drive to deliver an experience that improves our clients financial lives

Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language building rapport and showing empathy

Is curious has a growth mindset and is comfortable receiving ongoing performance feedback and coaching

Enjoys ongoing change and learning new technology/processes

Has an intermediate level of proficiency with computers

Desired skills (that may result in a higher than average starting salary)

Experience in financial services

Experience in sales crossselling upselling or referring products

Experience working in an inbound or outbound contact center (phone chat and or video)

Experience working as a Personal Banker managing high client volume

Training/Start Date: Monday September 9 2024

Training Schedule: MonFri 9:00am5:30pm EST

1st and 2nd shift availableclosed on Sundays

Requirements

Onsite:

Monday Tuesday Friday 7:55AM6:55PM & Saturday 8:55AM7:55PM

Tuesday Wednesday Thursday Friday 10:30AM7:30PM & Saturday 11:00AM8:00PM

Lincoln RI

Nonnegotiables:

Displays passion commitment and drive to deliver an experience that improves our clients financial lives Has a commitment to teamwork and the flexibility to work the schedule including weekends and holidays Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language building rapport and handling objections Is comfortable receiving ongoing performance feedback and coaching Enjoys ongoing change and learning new technology/processes One year of sales experience with crossselling upselling or referring products Has an intermediate level of proficiency with computers Is selfmotivated with excellent organizational skills Has strong decisionmaking and problemsolving skills

Nicetohave:

Experience in the banking/financial industry Experience working in a call center Experience in telephone sales Experience with multisolution customer offerings and bundling services Experience working as a Personal Banker managing highclient volume

Onsite: Monday, Tuesday, Friday -- 7:55AM-6:55PM & Saturday 8:55AM-7:55PM Tuesday, Wednesday, Thursday, Friday -- 10:30AM-7:30PM & Saturday 11:00AM-8:00PM Lincoln, RI Non-negotiables: Displays passion, commitment, and drive to deliver an experience that improves our clients financial lives Has a commitment to teamwork and the flexibility to work the schedule, including weekends and holidays Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport, and handling objections Is comfortable receiving ongoing performance feedback and coaching Enjoys ongoing change and learning new technology/processes One year of sales experience with cross-selling, upselling or referring products Has an intermediate level of proficiency with computers Is self-motivated with excellent organizational skills Has strong decision-making and problem-solving skills Nice-to-have: Experience in the banking/financial industry Experience working in a call center Experience in telephone sales Experience with multi-solution customer offerings and bundling services Experience working as a Personal Banker managing high-client volume