What are the responsibilities and job description for the Financial Services Representative position at Global Technical Talent?
Job Title : Financial Services Representative / Call Center Representative
Contract Duration : 6 Months
Pay range : $21 - 23 / hr
Location : Worth, IL
Work Type : Remote. Monday- Friday 8 am CST - 7 pm CST (shift varies), Occasional Saturday from 8 am - 1 pm / CST
Job Description :
The Financial Services Representative II, TB Inbound is responsible for responding to telephone inquiries from clients regarding financial products and services, identifying immediate client needs to further deepen the client relationship.
The role demonstrates solid written, verbal, and interpersonal skills to meet client satisfaction and productivity targets by understanding client needs, offering a resolution of issues, and actively promoting full range of products and services based on their financial needs and goals.
The Financial Services Representative II, TB Inbound interviews applicants for loans, mortgages, and lines of credit, and facilitates clients' deposit accounts and investments.
The role receives general instructions on routine work and requires limited direction, collaborating to find simple solutions that make it easy for clients to bank with us.
What you'll be doing :
You'll work in a fast-paced Contact Centre where you'll have meaningful client-focused conversations.
As an Inbound Financial Services Representative, you'll be the first point of contact for clients calling in with questions or requests related to their banking needs.
You'll deepen relationships by understanding the client's needs, and quickly resolving issues or problems.
You'll proactively identify opportunities to match clients with the right products and solutions that will enable their financial success.
Products and solutions will include bank accounts, credit card products, secured investments, overdraft protection, bill payments, secured and unsecured credit products, and more.
You'll educate and assist clients using the digital capabilities.
How you'll succeed :
Client engagement - Focus on each client experience and connect on a personal level to offer an exceptional client experience. Engage in client-focused interactions that are meaningful and deliver trusted advice. Provide support for clients by helping them to manage their accounts and products. Connect and refer clients to the right contacts to enable their financial success.
Problem-solving - Listen, ask questions, and put yourself in the client's shoes. Act like an owner by understanding the client`s needs and recommending solutions based on their needs. Remain solution-focused in order to identify opportunities to help our clients.
Efficiency - Understand that the client's time is valuable and effectively complete their request. Strong knowledge of the systems and products to allow quick resolution of problems.
Product knowledge - Deeply understand a suite of products and work with others to ensure clients are connected to the right people and opportunities. Proactively suggest banking options that will help clients achieve their financial goals. Understand and leverage other internal departments to assist clients with additional needs
Computer savvy - Easily navigate and focus on multiple software applications and dual monitors.
Must-Have Requirement :
2 Customer service banking experience
Nice to Have :
Bachelor's degree
Required Soft Skills :
Client Focused
Flexible
Able to work in a fast-paced environment
Strong communication skills
Problem Solving skills
Team Culture :
The team is mainly works from home so very independent work.
The team is high-touch via MS Teams messaging and there are team leads and mentors assigned to each resource with plenty of support.
The Team is grouped by specialty.
Benefits :
Medical, Vision, and Dental Insurance Plans
401k Retirement Fund
About The Company :
Leading North American financial institution offering a wide range of reliable financial products and services. Committed to customer satisfaction and community impact, they provide personalized banking solutions to meet your unique needs. Join a diverse and inclusive team dedicated to creating a more secure and sustainable future.
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