Contact Center Relationship Banker

Job Description

Responds to incoming inquiries or proactively makes outreach calls to existing and potential customers to meet their needs by building relationships, establishing trust, and making appropriate product recommendations. Educates customers or prospects on the advantages and disadvantages of different product options. Products include but are not limited to: installment loans and credit products, checking and saving products, certificates of deposit, credit cards, etc. Develops customer profiles for other specialized products such as trust, investments, etc. and sends profile to appropriate product line support for follow-up sales calls. Provides customer service responding to questions about application status, accounts and resolving various problems and processing errors. Interfaces with internal support staff and ensures referrals are responded to in a timely manner.

Requirements

• Requires National Mortgage Licensing Service (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z and ongoing compliance with all legal or regulatory registration requirements, including, but not limited to maintaining a satisfactory criminal and credit record

Qualifications

• High school diploma or equivalent
• Three or more years of sales experience

Preferred Skills/Experience

• Phone sales experience
• Advanced knowledge of bank retail products and services, rates, terms, fees and regulations, as well as the company’s product philosophy and policy
• Demonstrated effective use of consultative sales approach and referral skills
• Solid PC and keyboard skills
• Strong knowledge and accuracy of systems, lending policies and Inbound and Outbound procedures and operations
• Proven commitment to high quality customer service
• Effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service
• Strong verbal communication skills including both telephone and interpersonal skills
• Strong critical thinking and problem-solving skills to help address the customer needs

Location Expectations

This role is designated as U.S. home-based remote.

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Pay Range

$20.00 - $26.39