Call Center Banker

InstantServe LLC

Phoenix, AZ, USA

Published: Published 2 weeks ago

Full time

$24 - $27 per hour

Job Title :- Call Center Banker
Location :- Phoenix AZ
Duration :- Permanent
Pay Rate : $24-27/hr Plus Benefits

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

Required Qualifications:

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
Is comfortable with ongoing change and learning new technology/processes
Has at least an intermediate level of proficiency with computers
Is self-motivated with excellent organizational skills
Has strong decision-making and problem-solving skills

Desired Qualifications:

Skills:

Salary range