Call Center Banker

Non-Negotiable Requirements

• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
• Has a commitment to teamwork and the flexibility to work the schedule, including weekends and holidays.
• Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections.
• Is comfortable receiving ongoing performance feedback and coaching.

• Enjoys ongoing change and learning new technology/processes.
• One year of sales experience with cross-selling, upselling or referring products.
• Has an intermediate level of proficiency with computers.
• Is self-motivated with excellent organizational skills.
• Has strong decision-making and problem-solving skills.

Nice-to-Have Skills

• Experience in the banking/financial industry.
• Experience working in a call center.
• Experience with chat.
• Experience with multi-solution customer offerings and bundling services.
• Experience working as a Personal Banker managing high client volume.
• Experience in telephone sales.