Call Center Telephone Banker
Job Description
Call Center Telephone Banker
Job Description:
This job is responsible for connecting clients with the breadth of solutions that the bank offers to help achieve financial goals. Key responsibilities include balancing service requests and sales opportunities, providing subject matter expertise on financial solutions, asking clients probing questions to understand life and financial goals, and pairing new solutions and services to meet client needs.
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
- Commitment to teamwork and the flexibility to work the schedule, including weekends and holidays
- Ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections
- Comfortable receiving ongoing performance feedback and coaching
- Comfortable with ongoing change and learning new technology/processes
- Minimum of an intermediate level of proficiency with computers
- Self-motivated with excellent organizational skills
- Strong decision-making and problem-solving skills
- Bilingual Spanish Required
Desired Qualifications:
- Experience in the banking/financial industry
- Experience working in a call center
- Experience in telephone sales
Skills:
- Attention to Detail
- Client Solutions Advisory
- Customer and Client Focus
- Interpret Relevant Laws, Rules, and Regulations
- Adaptability
- Client Experience Branding
- Customer Service Management
- Issue Management
- Problem Solving
- Active Listening
- Business Development
- Consulting
- Referral Identification
- Research
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Training/Start Date: Monday August 3, 2026
Training Schedule: Monday- Friday 9:00am- 5:30pm