Call Center Banker

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 including checking and savings accounts credit cards Certificate of Deposits (CDs) Individual Retirement Accounts (IRAs) and loans
• Identifies client needs for licensed sales functions making referrals to Line of Business partners
• Quotes rates terms and programs for banking solutions
• Manages risk in every business product and service transaction leveraging available tools

Skills:

• Attention to Detail
• Client Solutions Advisory
• Customer and Client Focus
• Interpret Relevant Laws Rules and Regulations
• Adaptability
• Client Experience Branding
• Customer Service Management
• Issue Management
• Problem Solving
• Active Listening
• Business Development
• Consulting
• Referral Identification
• Research

Call Center Administration