Call Center Banker
Call Center Banker
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Location: Jacksonville FL US
Employment Type: Permanent
Salary: As per Exp.
The Call Center Banker plays a pivotal role in connecting clients with comprehensive banking solutions to help them achieve their financial goals. This position requires balancing service excellence and sales opportunities providing expert guidance on financial products and building meaningful client relationships. You will actively listen to clients needs offer tailored financial solutions and support their longterm financial health.
Key Responsibilities- Client Engagement: Build relationships by uncovering client needs and recommending tailored financial solutions.
- Sales and Fulfillment: Provide banking products such as checking/savings accounts credit cards CDs IRAs and loans.
- Customer Service: Respond to inquiries resolve issues and create customized solutions to meet client expectations.
- Referrals: Identify client needs for licensed financial services and refer them to appropriate partners.
- Risk Management: Ensure compliance in all business transactions by leveraging available tools and processes.
- Knowledge Application: Quote rates terms and programs for various banking products.
- Client Focus: Passion and commitment to improve clients financial lives through exceptional service.
- Communication Skills: Ability to engage with clients understand their needs and provide solutions using plain language and empathy.
- Adaptability and Growth Mindset: Comfort with receiving feedback adapting to change and learning new technologies and processes.
- Technical Proficiency: Intermediate level of computer proficiency including navigating multiple systems simultaneously.
- Organizational Skills: Selfmotivated with excellent decisionmaking and problemsolving abilities.
- Experience in the financial services or banking industry.
- Sales experience including crossselling upselling or referring products.
- Previous experience working in an inbound contact center environment (phone chat or video).
- Background as a Personal Banker managing a high volume of clients.
Employment Type
Full Time
