Job Title: Call Center Banker
Location: Phoenix, AZ (Onsite)
Employment Type: Permanent
Salary: $24.00 – $26.00/hour
About Us:-
At Client, we are guided by our purpose: to help make financial lives better through every connection. Our commitment to Responsible Growth drives how we deliver for clients, teammates, communities, and shareholders daily. We prioritize a diverse and inclusive workplace and invest in our team’s physical, emotional, and financial well-being.
Join us to build a fulfilling career, contribute to a collaborative environment, and make a meaningful impact.
Position Summary:-
As a Call Center Banker, you will play a vital role in connecting clients with the financial solutions they need to achieve their goals. This position involves handling service requests, uncovering client needs, recommending tailored banking solutions, and building lasting relationships in a fast-paced call center environment.
Responsibilities:-
- Engage clients to understand their financial needs and recommend suitable products, services, and solutions.
- Respond to client inquiries and resolve issues with customized solutions.
- Sell and fulfill banking products, including checking and savings accounts, credit cards, Certificates of Deposit (CDs), IRAs, and loans.
- Refer clients to appropriate licensed sales specialists for advanced financial solutions.
- Provide accurate quotes on rates, terms, and programs for banking solutions.
- Manage risks associated with business and service transactions.
Required Qualifications:-
- Passion for delivering exceptional client experiences and improving financial lives.
- Commitment to teamwork and flexibility to work weekends and holidays.
- Strong communication skills to engage with clients, build rapport, and handle objections effectively.
- Receptive to ongoing feedback and coaching.
- Adaptability to change and proficiency in learning new technologies and processes.
- Intermediate-level proficiency with computers.
- Self-motivated with strong organizational and decision-making skills.
Desired Qualifications:-
- Experience in the banking/financial industry or call center environments.
- Background in telephone sales or customer service.
- Familiarity with multi-solution customer offerings and bundling services.
- Previous experience as a Personal Banker managing a high client volume.
Key Skills:-
- Attention to Detail
- Active Listening
- Problem Solving
- Customer and Client Focus
- Business Development
- Issue Management
- Referral Identification
Why Join Us?
- Competitive benefits including tuition reimbursement, generous 401(k), and paid time off.
- Flexible scheduling options to support work-life balance.
- A collaborative team culture in a professional sales-oriented call center environment.
Additional Details:-
- Relocation Assistance: Not available.
- Sponsorship: Not available.
- Direct Reports: No.
- Equity: Not included.
- Variable Compensation: Not included.
