Banking Client Service & Sales Representative

A-Line Staffing Solutions; Chamblee (GA); On-site; USD 34,000 - 37,000; Full time

Job summary

A-Line Staffing Solutions is seeking a Banking Client Service & Sales Representative for an in-office role in a fast-paced banking environment. You will work directly with clients to understand their needs, answer questions, resolve concerns, and recommend appropriate banking products and services.

You will identify financial solutions, respond to inquiries, and assist with products such as checking/savings accounts, credit cards, CDs, IRAs, and loans.

Qualifications

• Strong customer-service mindset with a passion for helping clients
• Comfortable working in a fast-paced, high-volume environment
• Ability to manage multiple simultaneous chat conversations
• Strong written communication skills, including grammar, spelling, and professional tone
• Strong active listening and interpersonal skills
• Ability to understand client needs and recommend appropriate solutions
• Comfortable receiving ongoing coaching and performance feedback
• Adaptable and willing to learn new technologies, processes, and procedures
• Intermediate computer proficiency
• Strong organizational and time-management skills
• Strong decision-making and problem-solving abilities
• Self-motivated and able to work effectively as part of a team
• Flexibility to work schedules that may include weekends and holidays

Responsibilities

• Build and deepen client relationships by identifying financial needs and recommending appropriate products and services
• Respond to customer questions and concerns and provide customized solutions
• Sell and fulfill banking products, including: Checking and savings accounts Credit cards CDs IRAs Loans
• Identify client needs that require licensed sales support and make referrals to appropriate banking partners
• Provide information regarding rates, terms, and available banking programs
• Use available tools and resources to manage risk during business, product, and service transactions
• Engage clients through multiple simultaneous chat conversations in a high-volume environment
• Explain financial products and options clearly using plain language
• Build rapport, address objections, and identify opportunities to meet client needs

Skills

Customer Service

Client Relationship Management

Sales & Business Development

Active Listening

Problem Solving

Attention to Detail

Consulting

Referral Identification

Research

Adaptability

Client Needs Analysis

Written Communication

Customer & Client Focus

Job description

Banking Client Service & Sales Representative Banking / Financial Services | In-Office Pay: $25–$27/hour

Banking Client Service Job Overview

We are hiring a Banking Client Service & Sales Representative to help clients identify financial solutions that support their goals. This role combines customer service, relationship building, problem-solving, and sales in a fast-paced banking environment. You will work directly with clients to understand their needs, answer questions, resolve concerns, and recommend appropriate banking products and services. This is an in-office position with schedule flexibility that may include weekends and holidays.

Banking Client Service Responsibilities

• Build and deepen client relationships by identifying financial needs and recommending appropriate products and services
• Respond to customer questions and concerns and provide customized solutions
• Sell and fulfill banking products, including: Checking and savings accounts Credit cards Certificates of Deposit (CDs) Individual Retirement Accounts (IRAs) Loans
• Identify client needs that require licensed sales support and make referrals to appropriate banking partners
• Provide information regarding rates, terms, and available banking programs
• Use available tools and resources to manage risk during business, product, and service transactions
• Engage clients through multiple simultaneous chat conversations in a high-volume environment
• Explain financial products and options clearly using plain language
• Build rapport, address objections, and identify opportunities to meet client needs

Banking Client Service Required Qualifications

• Strong customer-service mindset with a passion for helping clients
• Comfortable working in a fast-paced, high-volume environment
• Ability to manage multiple simultaneous chat conversations
• Strong written communication skills, including grammar, spelling, and professional tone
• Strong active listening and interpersonal skills
• Ability to understand client needs and recommend appropriate solutions
• Comfortable receiving ongoing coaching and performance feedback
• Adaptable and willing to learn new technologies, processes, and procedures
• Intermediate computer proficiency
• Strong organizational and time-management skills
• Strong decision-making and problem-solving abilities
• Self-motivated and able to work effectively as part of a team
• Flexibility to work schedules that may include weekends and holidays

Banking Client Service Preferred Qualifications

• Previous banking or financial services experience
• Call center experience
• Sales experience
• Customer service experience
• Strong written communication skills

Banking Client Service Key Skills

• Customer Service
• Client Relationship Management
• Sales & Business Development
• Active Listening
• Problem Solving
• Issue Resolution
• Attention to Detail
• Consulting
• Referral Identification
• Research
• Adaptability
• Client Needs Analysis
• Written Communication
• Customer & Client Focus

Pay & Work Environment

Pay Rate: $25–$27/hour

Work Setting: In-Office

This is an opportunity to build experience in banking and financial services while developing skills in client relationships, financial products, sales, and customer service.