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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 in a virtual environment. 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.
• Has a commitment to teamwork and the flexibility to work the schedule,
including weekends and holidays
• Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections
• Is comfortable receiving ongoing performance feedback and coaching
• Is comfortable with ongoing change and learning new technology/processes
• Has at least an intermediate level of proficiency with computers
• Is self-motivated with excellent organizational skills
• Has strong decision-making and problem-solving skills
Desired Qualifications:
•Experience in the banking/financial industry
• Experience working in a call center
• Experience in telephone sales
2nd shift (United States of America)These jobs might be a good fit