Call Center Banker
Job Title: Call Center Banker - Specialist (1st and 2nd Shift)Location: Belfast, ME, US; Brunswick, ME, US; South Portland, ME, USEmployment Type: Onsite, PermanentSalary: USD $24.00 – $27.00 / hrJob Description:This role is responsible for connecting clients with the breadth of solutions that Client offers to help achieve their financial goals in a virtual environment. Advanced Client Solutions Specialists balance service requests and sales opportunities, are experts on financial solutions, probe to understand life and financial goals, and pair new solutions and services to meet client needs.Responsibilities:Work with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs.Respond to customer inquiries and concerns, creating customized solutions.Sell and fulfill banking products (e.g., checking & savings accounts, credit cards, CDs, IRAs, loans).Identify client needs for Specialist (licensed) sales functions and refer to partners (Merrill, Lending, & Small Business).Quote rates, terms, and programs for banking solutions.Manage risk in every business, product, and service transaction leveraging available tools. Skills Used in This Role:Relationship buildingConsumer products and solutionsTelephone salesReferral salesTransitioning client conversationsCustomer focusCustomer serviceBuilding rapportEstablishing trustActive listeningOvercoming objectionsGaining agreementMultitaskingOral communicationProblem solving Required Skills:Displays passion, commitment, and drive to deliver an experience that improves our clients’ financial lives.Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport, and showing empathy.Is curious, has a growth mindset, and is comfortable receiving ongoing performance feedback and coaching.Enjoys ongoing change and learning new technology/processes.Has an intermediate level of proficiency with computers. Desired Skills (that may result in a higher than average starting salary):Experience in financial services.Experience in sales, cross-selling, upselling, or referring products.Experience working in an inbound or outbound contact center (phone, chat, and/or video).Experience working as a Personal Banker managing high client volume.Non-Negotiable Requirements:Displays passion, commitment, and drive to deliver an experience that improves our clients’ financial lives.Commitment to teamwork and 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.Enjoys ongoing change and learning new technology/processes.One year of sales experience with cross-selling, upselling, or referring products.Intermediate level of proficiency with computers.Self-motivated with excellent organizational skills.Strong decision-making and problem-solving skills.Nice-to-Have Skills:Experience in the banking/financial industry.Experience working in a call center.Experience in telephone sales.Experience with multi-solution customer offerings and bundling services.Experience working as a Personal Banker managing high client volume.