Telephone Banker 2nd Shift; On-site

A-Line Staffing is now hiring an Advanced Client Solutions Specialist – ONSITE Telephone Banker (2nd Shift) in East Providence, RI. Job Code: 177216

Job Title:

Advanced Client Solutions Specialist – ONSITE Telephone Banker – 2nd Shift (Evergreen)

Location:

East Providence, RI Position Type:
Permanent, full-time opportunity (not a contract position) Pay Rate: $25.00 per hour, paid biweekly via W-2

Start Date:

Approximately two weeks after an offer is accepted Work Arrangement:
On-site

Schedule:

Tuesday through Saturday, 12:00 PM–9:00 PM. Candidates must be available to work the required schedule, including weekends and holidays as needed.

The Advanced Client Solutions Specialist – Telephone Banker is responsible for building and strengthening client relationships by identifying financial needs and recommending appropriate banking products, services, and solutions. This role combines customer service, financial needs assessment, relationship management, and telephone sales to help clients achieve their financial goals. The ideal candidate is passionate about delivering an exceptional client experience, enjoys engaging with customers over the phone, and can balance service requests with sales opportunities.

Candidates should be comfortable asking questions, listening actively, explaining financial products in plain language, identifying opportunities to cross-sell or refer services, and resolving customer concerns. This position requires strong communication, problem-solving, organizational, and computer skills, along with a willingness to learn new technology, adapt to changing processes, and receive ongoing coaching and performance feedback.

• Client Relationship Management:
  Build and deepen client relationships by identifying financial needs and recommending appropriate products, services, and solutions.
• Customer Service:
  Respond to client inquiries, questions, and concerns while providing personalized solutions and a positive customer experience.
• Financial Needs Assessment:
  Ask thoughtful, probing questions to understand clients' financial goals, circumstances, and service needs.
• Product Recommendations:
  Recommend banking products and services that align with client needs and financial objectives.
• Banking Product Sales:
  Sell and fulfill banking products, including checking accounts, savings accounts, credit cards, Certificates of Deposit (CDs), Individual Retirement Accounts (IRAs), and loans.
• Cross-Selling and Upselling:
  Identify opportunities to introduce additional products and services that may benefit existing clients.
• Referral Generation:
  Identify client needs that require licensed sales support and refer clients to the appropriate Line of Business partners.
• Product Knowledge:
  Provide information and guidance regarding available financial solutions, product features, rates, terms, and programs.
• Issue Resolution:
  Investigate customer concerns, identify appropriate solutions, and resolve issues efficiently and professionally.
• Risk Management:
  
  Apply available tools and established procedures to manage risk associated with business activities, products, services, and transactions.
• Client Communication:
  Explain financial products and options clearly using plain language, empathy, active listening, and effective questioning.
• Sales and Service Balance:
  Manage customer service requests while recognizing opportunities to recommend relevant financial solutions.
• Technology and Process Adaptation:
  Learn and use banking systems, technology, and updated procedures to support efficient service delivery.
• Performance Improvement:
  Participate in ongoing coaching, accept constructive feedback, and apply guidance to improve performance.
• Team
  
  Collaboration:
  
  Work…