Hello,
I hope you are doing great!
My name is Komal, and I am working as a recruiter at InstantServe LLC
I wanted to reach out regarding a direct hire position as a "Telephone Banker" with one of our direct clients.
I am listing the job description below for your reference, you can go through it once and let me know your thoughts on it. If you are interested in discussing this role or if you know know someone who might be good fit for the same, you can reach me at (215) 258-4848, or you can share the best time and number to reach you, and I will call you accordingly.
Position: Telephone Banker
Location: Scranton, PA
Salary: 27/hr on W2 with Benefits
Full-Time Role/Direct-Hire
Job Description:
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.
Responsibilities
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
Skills:
Attention to Detail · Client Solutions Advisory · Customer and Client Focus · Interpretation of Relevant Laws, Rules, and Regulations · Adaptability · Client Experience Branding · Customer Service Management · Issue Management · Problem Solving · Active Listening · Business Development · Consulting · Referral Identification · Research
Required Qualifications
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
Desired Qualifications
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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
InstantServe is Proud to be an EOE and will consider all applications without regard to race, genetic information, sex, age, color, religion, national origin, veteran status, disability, or any other characteristic protected by law. Applicants with disabilities that require accommodation or assistance in a position please call 202-701-1667 or email contact@iserveworld.com. This is a dedicated line designed exclusively to assist job seekers whose disability prevents them from being able to apply online.