Call Center Banker
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-01-12
Listing for:
Scout Exchange
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Banking & Finance, Bank Customer Service, Financial Sales, Retail Banking
Job Description & How to Apply Below
Title - Call Center Banker - Phoenix, AZ
Location - Phoenix, AZ, US
Job Type - Permanent
This job is responsible for connecting clients with the breadth of solutions that the bank offers to help achieve financial goals. Key responsibilities include balancing service requests and sales opportunities, providing subject matter expertise on financial solutions, asking clients probing questions to understand life and financial goals, and pairing new solutions and services to meet client needs.
Responsibilities- Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs
- Responds to customer inquiries and concerns, creating customized solutions
- Sells and fulfills banking products including checking and savings accounts, credit cards, Certificate of Deposits (CDs), Individual Retirement Accounts (IRAs), and loans
- Identifies client needs for licensed sales functions, making referrals to Line of Business partners
- Quotes rates, terms, and programs for banking solutions
- Manages risk in every business, product, and service transaction leveraging available tools
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