Call Center Banker- Specialist-1st and 2nd Shift

Job Title: Call Center Banker - Specialist (Bilingual - Spanish)

Location: Belfast, ME; Brunswick, ME; South Portland, ME, US Onsite 
alary: $24.00 – $27.00 per hour

 

Company Overview:

Our client is a leading financial institution committed to improving clients' financial lives through a range of solutions. They emphasize Responsible Growth by fostering an inclusive workplace and investing in employees' well-being through competitive benefits.

Job Description:

The Advanced Client Solutions Specialist role involves connecting clients with a wide range of financial solutions to help achieve their goals. This position requires balancing service requests with sales opportunities, providing expertise on financial products, and tailoring solutions to meet client needs.

Key Responsibilities:

• Client Relationship Management:

  • Build and deepen client relationships by identifying financial needs and recommending suitable products and services.
  • Respond to client inquiries and concerns, providing customized solutions.

• Sales and Service:

  • Sell and fulfill various banking products, including 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.

• Specialist Referrals:

  • Identify needs for licensed sales functions and refer clients to appropriate partners (e.g., Merrill, Lending, Small Business).

Skills Used in This Role:

• Relationship Building
• Consumer Products and Solutions
• Telephone Sales
• Referral Sales
• Transitioning Client Conversations
• Customer Focus and Service
• Building Rapport and Trust
• Active Listening and Problem Solving
• Multitasking and Oral Communication

Required Skills:

• Passionate commitment to enhancing clients’ financial lives.
• Ability to engage with clients, understand their needs, and present options clearly.
• Curiosity, a growth mindset, and comfort with receiving ongoing feedback and coaching.
• Adaptability to ongoing change and new technologies.
• Intermediate proficiency with computers.

Desired Skills:

• Experience in financial services.
• Sales experience, including cross-selling, upselling, or referring products.
• Background in an inbound or outbound contact center (phone, chat, video).
• Experience as a Personal Banker managing high client volumes.

Start Date: October 7, 2024

Shift Information:

• 1st Shift Training
• 1st and 2nd Shifts Available After Training

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, highlighting their dedication to creating a positive work environment and delivering exceptional client value.