What are the responsibilities and job description for the Call Center Specialist (banking) position at CCG Business Solutions, LLC?
Company Description
CCG Talent Management is a business solutions company. We provide business consulting and talent placement services. Our team understands the principles of connecting purpose to business and career placement. A client of CCG is currently seeking Call Center Specialist (banking) for 1st shift (7)
Job Description
This role is based in Belfast, ME 04915, USA and involves connecting clients with the broad range of financial solutions that to help them achieve their financial goals.
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.
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 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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Start Date: February 3, 2024
1st Shift Training
1st Shift Available After Training
Additional Information
Salary: USD $27.00 – $27.00 / hr
All your information will be kept confidential according to EEO guidelines.
Salary : $27
