Call Center Banker

Powelson Consulting; Phoenix (AZ); On-site; USD 35,000 - 50,000; Full time

Job summary

A leading consulting firm is seeking a Call Center Banker to connect clients with banking solutions that help achieve their financial goals. The role involves building client relationships, addressing inquiries, and selling various banking products. Candidates should be enthusiastic about improving clients' financial lives and possess sales experience in a dynamic environment.

Benefits

Competitive benefits including tuition and dependent care reimbursement

Flexible schedules to support work-life balance

Collaboration with professional sales teams

Incentives for meeting/exceeding performance standards

Long-term career growth opportunities

Qualifications

• At least one year of sales experience involving cross-selling, upselling, or referrals.
• Intermediate computer proficiency.
• Self-motivated with strong organizational skills.

Responsibilities

• Build and deepen client relationships by uncovering financial needs.
• Respond to customer inquiries with customized solutions.
• Sell and fulfill banking products such as checking and savings accounts.

Skills

Attention to Detail

Client Solutions Advisory

Customer and Client Focus

Understanding Laws, Rules, and Regulations

Adaptability

Customer Service Management

Active Listening

Business Development

Job description

Job Description

At Powelson Consulting, we are seeking a Call Center Banker for our Financial Services client. This role focuses on connecting clients with the bank's solutions to help achieve their financial goals. Key responsibilities include balancing service requests and sales opportunities, providing expertise on financial solutions, asking probing questions to understand clients' life and financial goals, and pairing solutions to meet client needs.

Responsibilities:

• Build and deepen client relationships by uncovering financial needs and recommending suitable products and services
• Respond to customer inquiries and concerns with customized solutions
• Sell and fulfill banking products such as checking and savings accounts, credit cards, CDs, IRAs, and loans
• Identify client needs for licensed sales functions and refer to appropriate partners
• Quote rates, terms, and programs for banking solutions
• Manage risk in transactions using available tools

Requirements:

• Passion and commitment to improving clients' financial lives
• Teamwork and flexibility to work weekends and holidays
• Ability to engage clients, understand needs, and communicate options clearly
• Receptive to ongoing feedback and coaching
• Enjoys learning new technology and processes
• At least one year of sales experience involving cross-selling, upselling, or referrals
• Intermediate computer proficiency
• Self-motivated with strong organizational skills
• Strong decision-making and problem-solving abilities

Skills:

• Attention to Detail
• Client Solutions Advisory
• Customer and Client Focus
• Understanding Laws, Rules, and Regulations
• Adaptability
• Client Experience Branding
• Customer Service Management
• Issue and Problem Management
• Active Listening
• Business Development
• Consulting
• Referral Identification
• Research

Benefits:

• Competitive benefits including tuition and dependent care reimbursement, 401K, and PTO
• Flexible schedules to support work-life balance; inquire with recruiters about options
• Collaboration with professional sales teams in a dynamic call center environment
• Engagement with clients throughout the day with structured breaks
• Utilization of multiple computer systems during client interactions
• Providing needs-based sales solutions
• Incentives for meeting/exceeding performance standards
• Long-term career growth with multiple development paths