Bilingual (Spanish/English) Banker - Inbound Call Center - 1st Shift

About the role

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.

Requirements

Fluent in Spanish and English required. Minimum 1 year of up-selling/cross-selling experience. 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 an intermediate level of proficiency with computers. Self-motivated with excellent organizational skills. Strong decision-making and problem-solving skills.

Qualifications

No additional qualifications listed.

Skills

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

Benefits

- Paid Time Off - Tuition Reimbursement - 401(k) - Health, Dental & Vision - Career Planning - Child Care Reimbursement for Income-Eligible Employees

Shift

Tuesday - Saturday 9am - 6pm Tuesday - Friday 9am - 7pm Saturday 9am - 1pm

Schedule

1st shift (United States of America) Hours Per Week: 40

Pay

Not specified