Demo

Call Center Banker

Agile Tech Labs
Belfast, ME Contractor
POSTED ON 1/28/2025
AVAILABLE BEFORE 5/24/2025

Job Location: Belfast, Maine, US

Job Title: Call- center Banker

Job Type: Contract



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

Required Qualifications:

  • 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 at least an intermediate level of proficiency with computers
  • Self-motivated with excellent organizational skills
  • Strong decision-making and problem-solving skills


Desired Qualifications:

  • Experience in the banking/financial industry
  • Experience working in a call center
  • Experience in telephone sales​

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


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