Bilingual Call Center Banker (Spanish) Lincoln, RI, US1st and 2nd Shift$24.00-27.00 / hr.Training : YesShifts : -Monday, Tuesday, Friday 7 : 55AM-6 : 55PM & Saturday 8 : 55AM-7 : 55PM-Tuesday, Wednesday, Thursday, Friday 10 : 30AM-7 : 30PM & Saturday 11 : 00AM-8 : 00PM
Job Description : This role is responsible for connecting clients with the breadth of solutions that the bank offers to help achieve their financial goals in a virtual environment. Advanced Client Solutions Specialists balance service requests and sales opportunities, are experts on financial solutions, probe to understand life and financial goals, and pair new solutions and services to meet client needs. An Advanced Client Solutions Specialist (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 (examples : checking & savings accounts, credit cards, CDs, IRAs, loans)
- Identifies client needs for Specialist (licensed) sales functions and refer to partners (Brokerage, Lending, & Small Business)
- Quotes rates, terms and programs for banking solutions
- Manages risk in every business, product and service transaction leveraging available tools
Job Description : This role is responsible for connecting clients with the breadth of solutions that the bank offers to help achieve their financial goals in a virtual environment. Advanced Client Solutions Specialists balance service requests and sales opportunities, are experts on financial solutions, probe to understand life and financial goals, and pair new solutions and services to meet client needs.
Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needsResponds to customer inquiries and concerns, creating customized solutionsSells and fulfills banking products (examples : checking & savings accounts, credit cards, CDs, IRAs, loans)Identifies client needs for Specialist (licensed) sales functions and refer to partners (Brokerage, Lending, & Small Business)Quotes rates, terms and programs for banking solutionsManages risk in every business, product and service transaction leveraging available toolsRequired skills :
Displays passion, commitment and drive to deliver an experience that improves our clients' financial livesHas the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and showing empathyIs curious, has a growth mindset and is comfortable receiving ongoing performance feedback and coachingEnjoys ongoing change and learning new technology / processesHas an intermediate level of proficiency with computersDesired skills (that may result in a higher than average starting salary)
Experience in financial servicesExperience in sales, cross-selling, upselling or referring productsExperience working in an inbound or outbound contact center (phone, chat and or video)Experience working as a Personal Banker managing high client volumeIdeal Candidate
Experience in financial servicesExperience in sales, cross-selling, upselling or referring productsExperience working in an inbound or outbound contact center (phone, chat and or video)Experience working as a Personal Banker managing high client volumeBenefits
Competitive suite of benefits including tuition / dependent care reimbursement, generous medical, 401K, and paid time off offeringsFinancial incentives for meeting and / or exceeding performance standards, including cash and stockA schedule that helps you achieve better work-life balance (Ask one of our recruiters about our schedule options)World-class training and on-the-job personalized support from dedicated coaches and leaders who are invested in your successSkills Used in this Role :
Relationship buildingConsumer products and solutionsTelephone salesReferral SalesTransitioning client conversationsCustomer focusCustomer serviceBuilding rapportEstablishing TrustActive ListeningOvercoming objectionsGaining agreementMultitaskingOral communicationProblem solvingSkills Used in this Role :Relationship buildingConsumer products and solutionsTelephone salesReferral SalesTransitioning client conversationsCustomer focusCustomer serviceBuilding rapportEstablishing TrustActive ListeningOvercoming objectionsGaining agreementMultitaskingOral communicationProblem solvingRequired skills :
Displays passion, commitment and drive to deliver an experience that improves our clients' financial livesHas the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and showing empathyIs curious, has a growth mindset and is comfortable receiving ongoing performance feedback and coachingEnjoys ongoing change and learning new technology / processesHas an intermediate level of proficiency with computersDesired skills (that may result in a higher than average starting salary)
Experience in financial servicesExperience in sales, cross-selling, upselling or referring productsExperience working in an inbound or outbound contact center (phone, chat and or video)Experience working as a Personal Banker managing high client volumeBanquero Bilingüe de Centro de Llamadas (Español)
Ubicación : Lincoln, RI, EE. UU.
Turnos : 1er y 2do Turno
Salario : $24.00-27.00 / hr.
Fecha de inicio : Septiembre 2024
Capacitación : Sí
Turnos :
Lunes, Martes, Viernes 7 : 55AM-6 : 55PM & Sábado 8 : 55AM-7 : 55PMMartes, Miércoles, Jueves, Viernes 10 : 30AM-7 : 30PM & Sábado 11 : 00AM-8 : 00PMDescripción del puesto : Este rol es responsable de conectar a los clientes con la amplia gama de soluciones que ofrece el banco para ayudarles a alcanzar sus objetivos financieros en un entorno virtual. Los Especialistas en Soluciones Avanzadas para Clientes equilibran las solicitudes de servicio y las oportunidades de ventas, son expertos en soluciones financieras, investigan para comprender los objetivos de vida y financieros, y emparejan nuevas soluciones y servicios para satisfacer las necesidades del cliente.
Responsabilidades :
Trabaja con los clientes para construir y profundizar relaciones descubriendo necesidades financieras y recomendando los mejores productos, servicios y soluciones para satisfacer esas necesidades.Responde a las consultas y preocupaciones de los clientes, creando soluciones personalizadas.Vende y cumple con productos bancarios (ejemplos : cuentas de cheques y ahorros, tarjetas de crédito, CDs, IRAs, préstamos).Identifica las necesidades del cliente para funciones de ventas especializadas (con licencia) y refiere a socios (Corretaje, Préstamos y Pequeñas Empresas).Cotiza tasas, términos y programas para soluciones bancarias.Gestiona el riesgo en cada transacción comercial, de producto y de servicio aprovechando las herramientas disponibles.Habilidades requeridas :
Muestra pasión, compromiso y motivación para ofrecer una experiencia que mejore la vida financiera de nuestros clientes.Tiene la capacidad de interactuar con los clientes y buscar comprender sus necesidades mientras comparte activamente opciones usando un lenguaje sencillo, construyendo relaciones y mostrando empatía.Es curioso, tiene una mentalidad de crecimiento y se siente cómodo recibiendo retroalimentación y entrenamiento continuo sobre el desempeño.Disfruta del cambio continuo y de aprender nuevas tecnologías / procesos.Tiene un nivel intermedio de competencia con computadoras.Habilidades deseadas (que pueden resultar en un salario inicial superior al promedio) :
Experiencia en servicios financieros.Experiencia en ventas, ventas cruzadas, ventas adicionales o referir productos.Experiencia trabajando en un centro de contacto entrante o saliente (teléfono, chat y / o video).Experiencia trabajando como Banquero Personal gestionando un alto volumen de clientes.Candidato ideal :
Experiencia en servicios financieros.Experiencia en ventas, ventas cruzadas, ventas adicionales o referir productos.Experiencia trabajando en un centro de contacto entrante o saliente (teléfono, chat y / o video).Experiencia trabajando como Banquero Personal gestionando un alto volumen de clientes.Beneficios :
Conjunto competitivo de beneficios que incluye reembolso de matrícula / cuidado de dependientes, generoso seguro médico, 401K y ofertas de tiempo libre pagado.Incentivos financieros por cumplir y / o superar los estándares de desempeño, incluyendo efectivo y acciones.Un horario que te ayuda a lograr un mejor equilibrio entre el trabajo y la vida personal (pregunta a uno de nuestros reclutadores sobre nuestras opciones de horario).Capacitación de clase mundial y apoyo personalizado en el trabajo de entrenadores y líderes dedicados que están comprometidos con tu éxito.Habilidades utilizadas en este rol :
Construcción de relaciones.Productos y soluciones para consumidores.Ventas telefónicas.Ventas por referencia.Transición de conversaciones con clientes.Enfoque en el cliente.Servicio al cliente.Construcción de relaciones.Establecimiento de confianza.Escucha activa.Superación de objeciones.Logro de acuerdos.Multitarea.Comunicación oral.Resolución de problemasJob Type : Full-time
Pay : $24.00 - $30.00 per hour
Benefits :
401(k)401(k) matchingDental insuranceHealth insuranceLife insurancePaid time offVision insuranceSchedule :
8 hour shiftMonday to FridayApplication Question(s) :
Best email to contact you?Language :
Spanish (Required)
Salary : $24 - $30
