Call Center Banker (Bilingual - Spanish)

Job Title: Call Center Banker (Bilingual - Spanish)

Location: Phoenix, AZ, US Onsite
Req ID: 24024621
Salary: $25.00 – $26.00 per hour

 

Company Overview:

Our client is a leading financial institution dedicated to improving clients' financial lives through comprehensive solutions. The company prioritizes Responsible Growth by fostering an inclusive and diverse workplace, offering competitive benefits, and supporting employee well-being.

Job Description:

The Call Center Banker is responsible for connecting clients with a range of financial solutions to help them achieve their goals. This role involves balancing service requests with sales opportunities, providing expertise on financial solutions, and recommending products and services tailored to client needs.

Key Responsibilities:

• Client Relationship Management:

  • Build and deepen client relationships by understanding financial needs and recommending appropriate products and services.
  • Respond to client inquiries and concerns, creating customized solutions.

• Sales and Service:

  • Sell and fulfill banking products such as checking and savings accounts, credit cards, CDs, IRAs, and loans.
  • Quote rates, terms, and programs for banking solutions.
  • Manage risk in transactions using available tools.

• Referral and Risk Management:

  • Identify client needs for licensed sales functions and refer to Line of Business partners as necessary.
  • Handle objections, build rapport, and share options in clear, plain language.

• Adaptability and Learning:

  • Engage with clients and seek to understand their needs while adapting to ongoing changes and new technology/processes.
  • Receive and apply performance feedback and coaching.

Required Qualifications:

• Passionate commitment to improving clients' financial lives.
• Flexibility to work various schedules, including weekends and holidays.
• Intermediate proficiency with computers and strong organizational skills.
• Effective decision-making, problem-solving skills, and adaptability.
• Comfortable with performance feedback and continuous learning.

Desired Qualifications:

• Experience in the banking or financial industry.
• Previous experience working in a call center or telephone sales.

Skills:

• Attention to Detail
• Client Solutions Advisory
• Customer Focus
• Adaptability
• Customer Service Management
• Problem Solving
• Active Listening
• Business Development
• Consulting
• Referral Identification
• Research

Education:

• High School Diploma / GED / Secondary School or equivalent

Company Culture & Recognition:

Our client has been recognized as one of the 100 Best Companies to Work For by Fortune Magazine and was featured on Fortune’s inaugural “Best Big Companies to Work For” list. The recognition highlights their commitment to creating a positive work environment and delivering exceptional client value.