Business Banking Centralized Specialist - Chandler, AZ

Job Description

This job is responsible for providing Small Business products, services, and strategies to clients over the phone. Key responsibilities include acquiring and deepening client relationships with a focus on client delight and retention through inbound calls and referrals and opening deposit accounts, treasury, and payroll referrals from the financial centers. Job expectations include collaborating with sales and support partners across the enterprise to deliver a seamless one-team approach.

• Provides Small Business products, services, and strategies to clients through telephone channel
• Listens and understands client needs to acquire and deliver financial solutions
• Focuses on client delight and relationship retention
• Delivers sales and support and partners across the enterprise
• Delivers meaningful relationships and partnership
• Manages through change

• Client Solutions Advisory
• Oral Communications
• Client Experience Branding
• Client Management
• Customer and Client Focus
• Pipeline Management
• Referral Management
• Coaching
• Interpret Relevant Laws, Rules, and Regulations
• Risk Management
• Written Communications

• Can work effectively and efficiently in a high call volume environment
• Excellent verbal and written communication skills
• Strong customer service skills

• Ability to learn and adapt to ongoing changes and new technology platforms
• Experience in receiving and implementing performance feedback and coaching
• Able work in a call center schedule environment
• Minimum of 2 years Financial/Banking or call center experience
• Strong decision-making and problem-solving skills
• Proficient knowledge in Microsoft Office and can navigate these and other systems while on the phone with a client
• Self-motivated and results-oriented with excellent organizational skills
• Experience deepening relationships over the phone with clients

1st shift (United States of America)

40