Outbound Specialist

Client of PENTABELL; Medina; On-site; SAR 60,000 - 90,000; Full time

Job summary

Pentabell is seeking an Outbound Specialist for a client in the banking sector. The role focuses on proactive outreach to existing cardholders to improve engagement, drive activations and enhance retention. You will work with cross-functional teams to meet campaign objectives and optimize portfolio performance.

The ideal candidate brings 2+ years in outbound calling or banking, strong communication skills, and a results-driven mindset to affect card usage and customer satisfaction.

Qualifications

• Bachelor or Master degree in a relevant field.
• 2+ years of experience in outbound calling or banking.
• Strong verbal communication and customer engagement.
• Proven ability to influence and retain customers.

Responsibilities

• Conduct proactive outbound calls to existing cardholders.
• Engage newly issued cardholders to encourage activation.
• Educate customers on card benefits, features and offers.
• Drive early card usage and first transactions.
• Identify customer needs and recommend card features and offers.
• Contact inactive or low-usage cardholders to boost engagement.
• Escalate complaints to relevant departments when required.
• Maintain records of calls and campaign outcomes.
• Achieve call volume, activation, usage and retention targets.
• Collaborate with Customer Service, Sales and Cards teams.

Skills

Verbal communication

Customer engagement

Persuasion skills

Customer retention

Relationship management

Outbound calling

Telesales techniques

Objection handling

Problem-solving

Teamwork

Telephone etiquette

Education

Bachelor or Master degree in a relevant field

Job description

Company overview

Pentabell is seeking a skilled Outbound Specialist for one of its clients in the Banking sector. The role involves proactively engaging with existing cardholders to improve customer engagement and drive various key performance indicators.

Position

Outbound Specialist

Summary

We are seeking experienced Outbound Specialists to engage with cardholders, drive card activation, increase usage, and retain customers.

Responsibilities

• Conduct proactive outbound calls to existing cardholders in line with campaign objectives


• Engage newly issued cardholders to encourage timely card activation


• Educate customers on card benefits, features, offers and available services


• Drive early card usage and encourage customers to make their first transactions


• Identify customer needs and recommend relevant card features, benefits and offers


• Contact inactive or low-usage cardholders to encourage increased engagement


• Proactively engage customers who are considering discontinuing their cards


• Understand customer concerns and identify appropriate solutions to improve retention


• Use effective communication and influencing techniques to encourage continued card usage


• Handle customer objections professionally and provide accurate product information


• Escalate customer complaints or service issues to the relevant departments when required


• Maintain accurate records of outbound calls, customer interactions and campaign outcomes


• Achieve assigned call volumes, activation, usage and retention targets


• Work closely with Customer Service, Sales and Cards teams to improve customer experience and portfolio performance


• Ensure all customer interactions comply with the bank's policies, procedures and applicable regulatory requirements

Requirements

• Bachelor or Master degree in a relevant field


• 2+ years of experience in outbound calling, telesales, customer engagement, customer retention, or banking


• Strong verbal communication and customer engagement


• Influencing and persuasion skills


• Customer retention and relationship management


• Outbound calling and telesales techniques


• Objection handling and problem-solving


• Knowledge of credit card products and services


• Target-oriented and results-driven mindset


• Ability to work under pressure


• Good teamwork and collaboration


• Professional telephone etiquette