Job Description:
Hours: 11:30am-8:00pm Tues-Sat or Sun-Thurs
Required Qualifications:
- Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives
- Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions
- Shows commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule
- Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays
- Communicates effectively and confidently with all clients to make their financial lives better
- Ability to engage with clients – begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport and handle objections
- Comfortable receiving ongoing performance feedback and coaching
- Ability to learn and adapt to new information and technology platforms
- Minimum of an intermediate level of proficiency with computers and current technology
- 1+ years of customer/client service experience, including experience handling difficult client situations
Desired Qualifications:
- 1+ years of experience in the banking/financial industry
- 2+ years of experience working in a client service capacity
Skills:
- Conflict Management
- Customer and Client Focus
- Decision Making
- Fraud Management
- Oral Communications
- Active Listening
- Attention to Detail
- Data Collection and Entry
- Issue Management
- Problem Solving
- Adaptability
- Collaboration
- Critical Thinking
- Influence
High School Diploma / GED / Secondary School or equivalent
2nd shift (United States of America)