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Bright Vision Technologies
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Call center specialist
$36k-47k (estimate)
Full Time 2 Weeks Ago
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CCG Business Solutions, LLC is Hiring a Call center specialist Near Brunswick, ME

Job Description

This role involves connecting clients with the broad range of financial solutions that Bank of America offers to help them achieve their financial goals.

Advanced Client Solutions Specialists balance service requests with sales opportunities, acting as experts on financial solutions.

They engage with clients to understand their life and financial goals, pairing appropriate solutions and services to meet those needs.

Key Responsibilities :

  • Build and deepen client relationships by identifying financial needs and recommending suitable products, services, and solutions.
  • Respond to customer inquiries and concerns, providing customized solutions.
  • Sell and fulfill banking products such as checking and savings accounts, credit cards, Certificates of Deposit (CDs), Individual Retirement Accounts (IRAs), and loans.
  • Identify client needs for specialized sales functions and refer to partners (Merrill, Lending, & Small Business).
  • Quote rates, terms, and programs for banking solutions.
  • Manage risk in every business, product, and service transaction by leveraging available tools.

Qualifications

Required Skills :

  • Passion, commitment, and drive to deliver experiences that enhance clients' financial lives.
  • Ability to engage with clients, understand their needs, and actively share options using plain language, building rapport, and showing empathy.
  • Curiosity, a growth mindset, and comfort with receiving ongoing performance feedback and coaching.
  • Enjoyment of ongoing change and learning new technology / processes.
  • Intermediate proficiency with computers.

Desired Skills (that may result in a higher than average starting salary) :

  • Experience in financial services.
  • Experience working in an inbound or outbound contact center (phone, chat, or video).
  • Experience working as a Personal Banker managing high client volume.

Additional Information :

  • Start Date : October 7, 2024
  • Training : 1st Shift
  • Available Shifts After Training : 1st and 2nd Shifts

Additional Information

All your information will be kept confidential according to EEO guidelines.

Last updated : 2024-08-20

Job Summary

JOB TYPE

Full Time

SALARY

$36k-47k (estimate)

POST DATE

08/22/2024

EXPIRATION DATE

11/21/2024

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The following is the career advancement route for Call center specialist positions, which can be used as a reference in future career path planning. As a Call center specialist, it can be promoted into senior positions as a Contact Center Representative III - Inbound that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Call center specialist. You can explore the career advancement for a Call center specialist below and select your interested title to get hiring information.

If you are interested in becoming a Call Center Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Call Center Specialist for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Call Center Specialist job description and responsibilities

Administer various call center tools, provide required training and document all customer problems.

01/13/2022: Philadelphia, PA

Additionally, agents are responsible for making outbound calls to set appointments and gather survey data.

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The most skilled call center agents have more than a way with words and access to relevant customer data.

01/23/2022: Worcester, MA

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Call Center Specialist jobs

Provide knowledge management tools.

02/18/2022: Tuscaloosa, AL

Take lots of notes while on calls.

02/04/2022: Lafayette, LA

Don’t be afraid to put a customer on hold.

03/16/2022: Sioux City, IA

Take time with computer novices and the elderly.

03/06/2022: Provo, UT

Continue learning hard skills on the job.

01/22/2022: Somerset, NJ

Step 3: View the best colleges and universities for Call Center Specialist.

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