Outbound Calling Agent

Quality IT Resourcing; Canada; On-site; CAD 42,000 - 60,000; Full time

Job summary

Quality IT Resourcing is seeking a customer service associate to handle high-volume outbound calls for bank customers. You will promote products, verify information, and guide customers through applications and service requests.

The role requires strong communication, CRM familiarity, and meticulous data handling to ensure privacy and compliance with regulations. You will document interactions and escalate complex issues when needed.

Qualifications

• High school diploma or equivalent.
• Excellent verbal communication and interpersonal skills.
• Some proficiency with CRM systems and MS Office.
• Strong attention to detail and data accuracy.
• Background checks required as part of the process.

Responsibilities

• Make high-volume outbound calls to existing and prospective bank customers.
• Promote banking products and services, including credit cards, loans, insurance, and deposit products.
• Conduct customer follow-ups regarding account inquiries, applications, and service requests.
• Verify customer information while maintaining confidentiality and compliance with privacy regulations.
• Explain product features, benefits, fees, and eligibility requirements.
• Accurately document customer interactions in CRM and banking systems.
• Identify customer needs and recommend appropriate banking solutions.
• Meet daily call volume, quality, and performance targets.
• Escalate complex customer issues to the appropriate departments.
• Ensure compliance with banking policies, anti-fraud procedures, and regulatory requirements.

Skills

Outbound calls

Verbal communication

CRM proficiency

Attention to detail

Interpersonal skills

Education

High school diploma

Tools

MS Office

Job description

• Make high-volume outbound calls to existing and prospective bank customers.
• Promote banking products and services, including credit cards, loans, insurance, and deposit products.
• Conduct customer follow-ups regarding account inquiries, applications, and service requests.
• Verify customer information while maintaining confidentiality and compliance with privacy regulations.
• Explain product features, benefits, fees, and eligibility requirements.
• Accurately document customer interactions in CRM and banking systems.
• Identify customer needs and recommend appropriate banking solutions.
• Meet daily call volume, quality, and performance targets.
• Escalate complex customer issues to the appropriate departments.
• Ensure compliance with banking policies, anti-fraud procedures, and regulatory requirements.

Required Qualifications

• High school diploma or equivalent; post-secondary education is an asset.
• Excellent verbal communication and interpersonal skills.
• Some proficiency with CRM systems and Microsoft Office applications.
• Strong attention to detail and data accuracy.
• Background checks need to be completed as part of the process