Telephone Banker
- Lincoln, RI
- Permanent
- Full-time
Payrate: * / hr
No. of Positions: 14 Positions
Location: Lincoln, RI (Onsite)
Employment Type: Full-Time, Permanent
Training Start Date: Monday, November 3, 2025
Training Hours: 9:00 AM 5:30 PMPosition SummaryJoin a dynamic call center team connecting clients with a broad range of financial solutions designed to help achieve their financial goals. This role balances service requests with sales opportunities while providing expertise on banking products and services. You will engage clients through thoughtful conversations to identify needs and offer tailored financial solutions.Key ResponsibilitiesBuild relationships by uncovering client financial needs and recommending appropriate products and services.Respond to inquiries and resolve client concerns with customized solutions.Sell and process banking products including checking/savings accounts, credit cards, CDs, IRAs, and loans.Identify client needs requiring licensed sales and refer to business partners accordingly.Quote rates, terms, and programs for banking solutions.Manage risk in transactions using available tools.Required Skills & QualificationsPassion and commitment to improving clients' financial lives.Ability to engage clients, understand their needs, communicate clearly, and build rapport with empathy.Growth mindset with openness to feedback and coaching.Adaptability and eagerness to learn new technologies and processes.Intermediate computer proficiency.Minimum education: High School Diploma / GED or equivalent.Preferred QualificationsExperience in financial services.Sales experience including cross-selling, upselling, or product referrals.Experience working in inbound/outbound call centers (phone, chat, or video).Experience as a Personal Banker managing a high volume of clients..