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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:
Skills:
Required Qualifications:
Displays passion, commitment, and drive to deliver an experience that improves our clients’ financial lives.
Ability to follow rules and regulations.
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, upselling and cross-selling.
Comfortable receiving ongoing performance feedback and coaching.
Comfortable with ongoing change and learning new technology/processes.
Minimum of at least 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 retail sales.
Experience upselling/cross-selling over the phone
February 2, 2026
Shifts available:
Monday thru Friday 10:00am -7:00pm
Tuesday thru Friday 10:00am-7:00pm Saturday 9:00am-6:00pm
Monday thru Wednesday 8:00am-7:00pm Saturday 7:00am-6:00pm (4x10)
Monday, Tuesday Friday 8:00am-7:00pm Saturday 7:00am-6:00pm (4x10)
High School Diploma / GED / Secondary School or equivalent
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