Pursue Purpose

Call Center Banker (Call Center Specialist)

As a Call Center Banker (Call Center Specialist) you will listen to our clients to understand which products and services are best suited for their unique needs while providing an exceptional client experience. Make a difference where it counts. We're seeking skilled sales professionals who can advise and advocate for our client's most important financial needs. Specialists are sales professionals who work in a call center and understand that being there for our clients is our number one priority.

Shift Timings:

• Monday, Tuesday, and Friday (9:00 AM - 8:00 PM) and Saturday (8:55 AM - 7:55 PM)
• Monday, Tuesday, Wednesday (7:55 AM
  -6:55 PM) and Saturday (8:55 AM - 5:55 PM)
• Tuesday, Wednesday, Thursday, Friday, and Saturday (11:00 AM - 8:00 PM)

What are the 3-4 non-negotiable requirements of this position:

• 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.

What are the nice-to-have skills:

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