Chat Banker (ACS) Advanced 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

Direct Hire Opportunity Chat Banker (ACS) Advanced Client Solutions Onsite Job Description:

This job is responsible for connecting clients with the breadth of solutions that the bank offers to help achieve financial goals.

Key responsibilities include balancing service requests and sales opportunities, providing subject matter expertise on financial solutions, asking clients probing questions to understand life and financial goals, and pairing new solutions and services to meet client needs.

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

Required Qualifications:

• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives
• Comfortable handling multiple simultaneous chat conversations in a fast paced, high volume environment.
• 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
• Self-motivated with excellent organizational skills
• Strong decision-making and problem-solving skills

Desired Qualifications:

• Experience in the banking/financial industry
• Experience working in a call center
• Experience in sales
• Strong written communication skills

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