ACS Call Center Telephone Banker
Fox Point Recruitment LLC
- Lincoln, RI
- Permanent
- Full-time
- Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs
- Responds to customer inquiries and concerns, creating customized solutions
- Sells and fulfills banking products including checking and savings accounts, credit cards, Certificate of Deposits (CDs), Individual Retirement Accounts (IRAs), and loans
- Identifies client needs for licensed sales functions, making referrals to Line of Business partners
- Quotes rates, terms, and programs for banking solutions
- Manages risk in every business, product, and service transaction leveraging available tools
- Attention to Detail
- Client Solutions Advisory
- Customer and Client Focus
- Interpret Relevant Laws, Rules, and Regulations
- Adaptability
- Client Experience Branding
- Customer Service Management
- Issue Management
- Problem Solving
- Active Listening
- Business Development
- Consulting
- Referral Identification
- Research
- 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
- 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
- High School Diploma / GED / Secondary School or equivalent