Advanced Client Solutions Specialist; Telephone Banker 2nd Shift
Listed on 2026-10-11
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Customer Service/HelpDesk
Bank Customer Service, Banking & Finance -
Finance & Banking
Bank Customer Service, Banking & Finance, Financial Sales
Advanced Client Solutions Specialist (Telephone Banker) – 2nd Shift
Location:
East Providence, RI 02915 (On-site)
Schedule:
Tuesday–Saturday, 12:00 PM–9:00 PM Pay: $25/hour Summary Hiring an Advanced Client Solutions Specialist / Telephone Banker to support customers by phone in a high-volume financial services environment. If you have strong customer service, sales, and problem-solving skills, this Telephone Banker role offers a fast-paced setting where you’ll build rapport, uncover needs, and recommend banking solutions. This is an ideal opportunity for candidates with call center, banking, or sales experience who enjoy helping clients reach financial goals.
- Handle inbound customer calls and provide professional support using active listening and clear communication
- Build relationships by uncovering needs and recommending appropriate banking products and services
- Assist with banking solutions such as checking/savings accounts, credit cards, CDs, IRAs, and loan-related options
- Quote rates, terms, and program details while ensuring accuracy and compliance
- Resolve customer questions and concerns by creating customized solutions
- Identify needs requiring licensed support and make referrals to the appropriate partners
- Document interactions and manage risk by following policies, procedures, and regulatory guidelines
- Navigate multiple systems/tools while maintaining productivity and quality standards
Advanced Client Solutions Specialist (Telephone Banker) – 2nd Shift
Location:
East Providence, RI 02915 (On-site)
Schedule:
Tuesday–Saturday, 12:00 PM–9:00 PM Pay: $25/hour Summary Hiring an Advanced Client Solutions Specialist / Telephone Banker to support customers by phone in a high-volume financial services environment. If you have strong customer service, sales, and problem-solving skills, this Telephone Banker role offers a fast-paced setting where you’ll build rapport, uncover needs, and recommend banking solutions. This is an ideal opportunity for candidates with call center, banking, or sales experience who enjoy helping clients reach financial goals.
- Handle inbound customer calls and provide professional support using active listening and clear communication
- Build relationships by uncovering needs and recommending appropriate banking products and services
- Assist with banking solutions such as checking/savings accounts, credit cards, CDs, IRAs, and loan-related options
- Quote rates, terms, and program details while ensuring accuracy and compliance
- Resolve customer questions and concerns by creating customized solutions
- Identify needs requiring licensed support and make referrals to the appropriate partners
- Document interactions and manage risk by following policies, procedures, and regulatory guidelines
- Navigate multiple systems/tools while maintaining productivity and quality standards
- High School Diploma or GED
- Customer service experience in a high-volume environment (call center experience preferred)
- Comfort with needs-based conversations, objection handling, and recommending solutions
- Strong computer skills and ability to learn new systems/technology quickly
- Reliable schedule availability for Tuesday–Saturday, including weekends/holidays as needed
- Sales, cross-selling/upselling, or financial services experience preferred
- Strong attention to detail, organization, and problem-solving skills
- Experience in financial services strongly preferred; backgrounds often align well from large banks such as Chase, Wells Fargo, Citibank, TD, or M&T
- Preferred: inbound/outbound contact center experience (phone/chat/video)
- Preferred: personal banker experience managing high client volume
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