ACS Call Center Telephone Banker
HR Recruiting Services
- Lincoln, RI
- Permanent
- Full-time
- Balancing service requests and sales opportunities, providing subject matter expertise on financial solutions, asking clients probing questions to understand life and financial goals, and pairing new solutions and services to meet client needs.
- 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
- 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 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