Call Center Banker- Specialist -Urgently Hiring

This role is responsible for connecting clients with the breadth of solutions that offers to help this bank achieve its 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.

• Training/Start Date: Monday September 9 2024
  
• Training Schedule: MonFri 9:00am5:30 pm EST
  
• 1st and 2nd shifts availableclosed on Sundays
  

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 refers 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

Requirements