Call Center Specialist (banking)

This role is based in Belfast, ME 04915, USA and  involves connecting clients with the broad range of financial solutions that to help them achieve their financial goals.

This job is responsible for connecting clients with the breadth of solutions that the bank offers to help achieve financial goals. Key responsibilities include 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.

Key Responsibilities:

• Build and deepen client relationships by identifying financial needs and recommending suitable products, services, and solutions.
• Respond to customer inquiries and concerns, providing customized solutions.
• Sell and fulfill banking products such as checking and savings accounts, credit cards, Certificates of Deposit (CDs), Individual Retirement Accounts (IRAs), and loans.
• Identify client needs for specialized 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 by leveraging available tools.

Required Qualifications:

• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives
• Commitment to teamwork and the 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
• Comfortable with ongoing change and learning new technology/processes
• Minimum of at least an intermediate level of proficiency with computers
• Self-motivated with excellent organizational skills
• Strong decision-making and problem-solving skills

Desired Qualifications:

• Experience in the banking/financial industry
• Experience working in a call center
• Experience in telephone sales​

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Start Date: February 3, 2024

1st Shift Training

1st Shift Available After Training

 

Salary: USD $27.00 – $27.00 / hr

All your information will be kept confidential according to EEO guidelines.