Call Center Banking Specialist

Call Center Banking Specialist (On-Site)

Location:Lincoln, RI
Pay Rate:$26.00/hr (W2)
Job Type:Direct Hire | Full-time (40 hrs/week)
Openings:10
Schedule:Tuesday–Friday 12:00 PM–9:00 PM + Saturday 11:00 AM–8:00 PM (weekends/holidays required as scheduled)

Join a high-volume call center supporting customers with
credit and short-term lending needs
. In this role, you’ll handle inbound calls, resolve account questions, identify opportunities to support customers’ financial goals, and recommend appropriate banking products and solutions—while delivering a positive, professional experience.

• Assist customers via
  incoming calls
  related to credit and short-term lending
• Ask thoughtful questions to understand needs and recommend the best products/services
• Address inquiries, concerns, and objections while maintaining a strong customer experience
• Support product fulfillment (ex:
  credit cards, checking/savings accounts
  , lending-related needs)
• Identify needs that require licensed partners and make appropriate referrals
• Follow procedures to
  manage risk
  and ensure compliant transactions
• Use active listening and problem-solving to create customized solutions

• High School Diploma / GED (or equivalent)
• Comfortable working
  on‑site in Lincoln, RI
• Ability to work the stated schedule (including weekends/holidays as needed)
• Intermediate computer skills and comfort learning new systems/processes
• Strong communication, organization, and problem-solving skills
• Coachable mindset—comfortable receiving performance feedback

• Call center experience (phone/chat/video)
• Banking or financial services experience
• Sales experience (cross-sell/upsell/referrals)
• Experience supporting high customer volume (ex: personal banker background)

• Medical, dental, and vision benefits available (eligibility timing per employer plan)
• 401(k) with company match (eligibility timing per employer plan)
• PTO and additional benefits offered