Demo

Call Center - Chat Specialist

Scout Exchange
Chandler, AZ Full Time
POSTED ON 4/23/2025
AVAILABLE BEFORE 5/18/2025

Title - Call Center - Chat Specialist

Location - Chandler, AZ

Job Type - Permanent

Required :

  • Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
  • Has a commitment to teamwork and the flexibility to work the schedule, including weekends and holidays
  • Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections
  • Is comfortable receiving ongoing performance feedback and coaching
  • Enjoys ongoing change and learning new technology / processes
  • One year of sales experience with cross-selling, upselling or referring products
  • Has an intermediate level of proficiency with computers
  • Is self-motivated with excellent organizational skills
  • Has strong decision-making and problem-solving skills

Preffered :

  • Experience in the banking / financial industry
  • Experience working in a call center
  • Experience with chat
  • Experience with multi-solution customer offerings and bundling services
  • Experience working as a Personal Banker managing high client volume
  • Job Description :

  • Listens and probes to provide one-on-one advice that helps connect clients with solutions to achieve their financial goals. Serves as a subject matter expert engaging via chat with clients that are navigating our digital banking pages, by responding to questions about our products & applications to ultimately make it easy for clients get what they need digitally.
  • Involves referring customers to the appropriate line of business for products or services not supported. Uses a combination of pre-approved messaging and free form responses to create a personalized experience for each of our clients.
  • May interact with more than one client at a time. Accountable for a great client experiences and successful resolution of all requests.
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