Advanced Client Solutions Specialist (Telephone Banker) – 2nd Shift

A-Line Staffing Solutions; East Providence (RI); On-site; USD 29,000 - 39,000; Full time

Job summary

Advanced Client Solutions Specialist (Telephone Banker) at A-Line Staffing Solutions in East Providence, RI on-site, 2nd shift, is responsible for supporting customers by phone in a high-volume financial services environment. You will build rapport, uncover needs, and recommend banking solutions while handling inbound calls, quoting terms, and maintaining regulatory compliance.

The role suits candidates with call center, banking, or sales experience who enjoy helping clients reach financial

Qualifications

• High School Diploma or GED.
• Customer service experience in a high-volume environment (call center experience preferred).
• Comfort with needs-based conversations, objection handling, and recommending solutions.
• Strong computer skills and ability to learn new systems/technology quickly.
• Reliable schedule availability for Tuesday–Saturday, including weekends/holidays as needed.
• Sales, cross-selling/upselling, or financial services experience preferred.
• Strong attention to detail, organization, and problem-solving skills.
• Experience in financial services strongly preferred; backgrounds often align well from large banks such as Chase, Wells Fargo, Citibank, TD, or M&T.
• Preferred: inbound/outbound contact center experience (phone/chat/video).
• Preferred: personal banker experience managing high client volume.

Responsibilities

• Handle inbound customer calls and provide professional support using active listening and clear communication
• Build relationships by uncovering needs and recommending appropriate banking products and services
• Assist with banking solutions such as checking/savings accounts, credit cards, CDs, IRAs, and loan-related options
• Quote rates, terms, and program details while ensuring accuracy and compliance
• Resolve customer questions and concerns by creating customized solutions
• Identify needs requiring licensed support and make referrals to the appropriate partners
• Document interactions and manage risk by following policies, procedures, and regulatory guidelines
• Navigate multiple systems/tools while maintaining productivity and quality standards

Skills

Customer service

Sales

Communication

Problem solving

Attention to detail

Computer skills

Scheduling

Financial services

Call center

Personal banker

Education

High School Diploma or GED

Job description

Advanced Client Solutions Specialist (Telephone Banker) – 2nd Shift Location: East Providence, RI 02915 (On-site) Schedule: Tuesday–Saturday, 12:00 PM–9:00 PM Pay: $25/hour Summary Hiring an Advanced Client Solutions Specialist / Telephone Banker to support customers by phone in a high-volume financial services environment. If you have strong customer service, sales, and problem-solving skills, this Telephone Banker role offers a fast-paced setting where you’ll build rapport, uncover needs, and recommend banking solutions. This is an ideal opportunity for candidates with call center, banking, or sales experience who enjoy helping clients reach financial goals.

Responsibilities

• Handle inbound customer calls and provide professional support using active listening and clear communication
• Build relationships by uncovering needs and recommending appropriate banking products and services
• Assist with banking solutions such as checking/savings accounts, credit cards, CDs, IRAs, and loan-related options
• Quote rates, terms, and program details while ensuring accuracy and compliance
• Resolve customer questions and concerns by creating customized solutions
• Identify needs requiring licensed support and make referrals to the appropriate partners
• Document interactions and manage risk by following policies, procedures, and regulatory guidelines
• Navigate multiple systems/tools while maintaining productivity and quality standards

Advanced Client Solutions Specialist (Telephone Banker) – 2nd Shift Location: East Providence, RI 02915 (On-site) Schedule: Tuesday–Saturday, 12:00 PM–9:00 PM Pay: $25/hour Summary Hiring an Advanced Client Solutions Specialist / Telephone Banker to support customers by phone in a high-volume financial services environment. If you have strong customer service, sales, and problem-solving skills, this Telephone Banker role offers a fast-paced setting where you’ll build rapport, uncover needs, and recommend banking solutions. This is an ideal opportunity for candidates with call center, banking, or sales experience who enjoy helping clients reach financial goals.

Responsibilities

• Handle inbound customer calls and provide professional support using active listening and clear communication
• Build relationships by uncovering needs and recommending appropriate banking products and services
• Assist with banking solutions such as checking/savings accounts, credit cards, CDs, IRAs, and loan-related options
• Quote rates, terms, and program details while ensuring accuracy and compliance
• Resolve customer questions and concerns by creating customized solutions
• Identify needs requiring licensed support and make referrals to the appropriate partners
• Document interactions and manage risk by following policies, procedures, and regulatory guidelines
• Navigate multiple systems/tools while maintaining productivity and quality standards

Qualifications

• High School Diploma or GED
• Customer service experience in a high-volume environment (call center experience preferred)
• Comfort with needs-based conversations, objection handling, and recommending solutions
• Strong computer skills and ability to learn new systems/technology quickly
• Reliable schedule availability for Tuesday–Saturday, including weekends/holidays as needed
• Sales, cross-selling/upselling, or financial services experience preferred
• Strong attention to detail, organization, and problem-solving skills
• Experience in financial services strongly preferred; backgrounds often align well from large banks such as Chase, Wells Fargo, Citibank, TD, or M&T
• Preferred: inbound/outbound contact center experience (phone/chat/video)
• Preferred: personal banker experience managing high client volume