Call Center Telephone Banker

Ashley

  • Lincoln, RI
  • $26.00 per hour
  • Permanent
  • Full-time
  • 20 days ago
Call Center Telephone BankerAssist clients in achieving their financial goals by delivering expert guidance on a wide range of banking solutions. Balance exceptional service with sales opportunities, use probing questions to assess client needs, and recommend tailored products.Core ResponsibilitiesClient Needs Assessment & AdvisoryCultivate deep relationships by uncovering financial needs and recommending appropriate banking products (checking, savings, CDs, IRAs, credit cards, loans)Service & Problem ResolutionRespond promptly to inquiries and concerns, delivering customized solutions that enhance client satisfactionProduct Sales & FulfillmentOpen and manage accounts, CDs, IRAs, credit cards, and loans; quote rates, terms, and program options accuratelyCross-Selling & ReferralsIdentify when licensed financial products are appropriate and coordinate referrals with business-line partnersRisk & Compliance ManagementExecute every transaction with vigilant risk management, ensuring compliance with internal policies and external regulationsCall Center Telephone BankerRequired QualificationsGenuine passion for improving client financial wellbeingFlexible team player: available for weekends, holidays, and varied schedulesExcellent conversational and listening skills; capable of guiding clients conversationally through technical products using plain languageReceptive to feedback and adaptable to evolving tools and proceduresIntermediate computer proficiency; self-starter with outstanding organizational abilityStrong decision-making, critical thinking, and problem-solving capabilitiesPreferred ExperiencePrior experience in banking, financial services, or call-center/telephone-based salesDesired SkillsCustomer Orientation & Active ListeningCross-Selling & Business DevelopmentCompliance Awareness (KYC, AML, regulatory standards)Risk Assessment & Issue ResolutionAdaptability to change and new technologyClient Relationship Management (CRM systems)Attention to Detail & Data AccuracyEffective Communication & Consultation SkillsPosition DetailsTraining Start: September 8, 2025Training Schedule: Monday–Friday, 9:00 am–5:30 pmCall Center Telephone BankerWhy Join Us?
This opportunity offers professional growth, hands-on experience with full spectrum banking products, and a chance to make meaningful impact through trusted client relationships. If you're committed, adaptable, and client-focused, we'd love to connect—apply today!

Ashley