Advanced Chat Banker: Client Solutions Onsite

A-Line Staffing Solutions; Chamblee (GA); On-site; USD 42,000 - 54,000; Full time

Job summary

A-Line Staffing Solutions is seeking a Direct Hire opportunity for a Chat Banker (ACS) onsite. This role focuses on connecting clients with bank solutions to meet financial goals, balancing service requests with sales opportunities and offering expertise on financial products.

Responsibilities include handling multiple chat conversations, uncovering client needs, recommending appropriate products, and maintaining professional communication.

Qualifications

• Strong written communication skills, including proper grammar, spelling, and professional tone.
• 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.
• Strong decision-making and problem-solving skills.

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

Skills

Written communication

Client relationships

Teamwork

Organizational skills

Problem solving

Self-motivated

Adaptability

Job description

A-Line Staffing Solutions is seeking a Direct Hire opportunity for a Chat Banker (ACS) onsite. This role focuses on connecting clients with bank solutions to meet financial goals, balancing service requests with sales opportunities and offering expertise on financial products.

Responsibilities include handling multiple chat conversations, uncovering client needs, recommending appropriate products, and maintaining professional communication.