Bilingual Call Center Banker / Spanish - Jamie Grayem

Bilingual Call Center Banker (Spanish)
Lincoln, RI, US
1st and 2nd Shift
$24.00-27.00+/hr.
Training: Yes
Shifts:
-Monday, Tuesday, Friday 7:55AM-6:55PM & Saturday 8:55AM-7:55PM
-Tuesday, Wednesday, Thursday, Friday 10:30AM-7:30PM & Saturday 11:00AM-8:00PM

Job Description:
This role is responsible for connecting clients with the breadth of solutions that the bank offers to help achieve their financial goals in a virtual environment. Advanced Client Solutions Specialists balance service requests and sales opportunities, are experts on financial solutions, probe to understand life and financial goals, and pair new solutions and services to meet client needs. An Advanced Client Solutions Specialist (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 (examples: checking & savings accounts, credit cards, CDs, IRAs, loans)
• Identifies client needs for Specialist (licensed) sales functions and refer to partners (Brokerage, Lending, & Small Business)
• Quotes rates, terms and programs for banking solutions
• Manages risk in every business, product and service transaction leveraging available tools

Job Description:
This role is responsible for connecting clients with the breadth of solutions that the bank offers to help achieve their financial goals in a virtual environment. Advanced Client Solutions Specialists balance service requests and sales opportunities, are experts on financial solutions, probe to understand life and financial goals, and pair new solutions and services to meet client needs.

• 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 (examples: checking & savings accounts, credit cards, CDs, IRAs, loans)
• Identifies client needs for Specialist (licensed) sales functions and refer to partners (Brokerage, Lending, & Small Business)
• Quotes rates, terms and programs for banking solutions
• Manages risk in every business, product and service transaction leveraging available tools

Required skills:

• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives
• Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and showing empathy
• Is curious, has a growth mindset and is comfortable receiving ongoing performance feedback and coaching
• Enjoys ongoing change and learning new technology/processes
• Has an intermediate level of proficiency with computers

Desired skills (that may result in a higher than average starting salary)

• Experience in financial services
• Experience in sales, cross-selling, upselling or referring products
• Experience working in an inbound or outbound contact center (phone, chat and or video)
• Experience working as a Personal Banker managing high client volume

Ideal Candidate

• Experience in financial services
• Experience in sales, cross-selling, upselling or referring products
• Experience working in an inbound or outbound contact center (phone, chat and or video)
• Experience working as a Personal Banker managing high client volume

Benefits

• Competitive suite of benefits including tuition/dependent care reimbursement, generous medical, 401K, and paid time off offerings
• Financial incentives for meeting and/or exceeding performance standards, including cash and stock
• A schedule that helps you achieve better work-life balance (Ask one of our recruiters about our schedule options)
• World-class training and on-the-job personalized support from dedicated coaches and leaders who are invested in your success

Skills Used in this Role:

• Relationship building
• Consumer products and solutions
• Telephone sales
• Referral Sales
• Transitioning client conversations
• Customer focus
• Customer service
• Building rapport
• Establishing Trust
• Active Listening
• Overcoming objections
• Gaining agreement
• Multitasking
• Oral communication
• Problem solving
• Skills Used in this Role:
• Relationship building
• Consumer products and solutions
• Telephone sales
• Referral Sales
• Transitioning client conversations
• Customer focus
• Customer service
• Building rapport
• Establishing Trust
• Active Listening
• Overcoming objections
• Gaining agreement
• Multitasking
• Oral communication
• Problem solving

Required skills:

• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives
• Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and showing empathy
• Is curious, has a growth mindset and is comfortable receiving ongoing performance feedback and coaching
• Enjoys ongoing change and learning new technology/processes
• Has an intermediate level of proficiency with computers

Desired skills (that may result in a higher than average starting salary)

• Experience in financial services
• Experience in sales, cross-selling, upselling or referring products
• Experience working in an inbound or outbound contact center (phone, chat and or video)
• Experience working as a Personal Banker managing high client volume

Banquero Bilingüe de Centro de Llamadas (Español)

Ubicación: Lincoln, RI, EE. UU.

Turnos: 1er y 2do Turno

Salario: $24.00-27.00+/hr.

Fecha de inicio: Septiembre 2024

Capacitación: Sí

Turnos:

• Lunes, Martes, Viernes 7:55AM-6:55PM & Sábado 8:55AM-7:55PM
• Martes, Miércoles, Jueves, Viernes 10:30AM-7:30PM & Sábado 11:00AM-8:00PM

Descripción del puesto: Este rol es responsable de conectar a los clientes con la amplia gama de soluciones que ofrece el banco para ayudarles a alcanzar sus objetivos financieros en un entorno virtual. Los Especialistas en Soluciones Avanzadas para Clientes equilibran las solicitudes de servicio y las oportunidades de ventas, son expertos en soluciones financieras, investigan para comprender los objetivos de vida y financieros, y emparejan nuevas soluciones y servicios para satisfacer las necesidades del cliente.

Responsabilidades:

• Trabaja con los clientes para construir y profundizar relaciones descubriendo necesidades financieras y recomendando los mejores productos, servicios y soluciones para satisfacer esas necesidades.
• Responde a las consultas y preocupaciones de los clientes, creando soluciones personalizadas.
• Vende y cumple con productos bancarios (ejemplos: cuentas de cheques y ahorros, tarjetas de crédito, CDs, IRAs, préstamos).
• Identifica las necesidades del cliente para funciones de ventas especializadas (con licencia) y refiere a socios (Corretaje, Préstamos y Pequeñas Empresas).
• Cotiza tasas, términos y programas para soluciones bancarias.
• Gestiona el riesgo en cada transacción comercial, de producto y de servicio aprovechando las herramientas disponibles.

Habilidades requeridas:

• Muestra pasión, compromiso y motivación para ofrecer una experiencia que mejore la vida financiera de nuestros clientes.
• Tiene la capacidad de interactuar con los clientes y buscar comprender sus necesidades mientras comparte activamente opciones usando un lenguaje sencillo, construyendo relaciones y mostrando empatía.
• Es curioso, tiene una mentalidad de crecimiento y se siente cómodo recibiendo retroalimentación y entrenamiento continuo sobre el desempeño.
• Disfruta del cambio continuo y de aprender nuevas tecnologías/procesos.
• Tiene un nivel intermedio de competencia con computadoras.

Habilidades deseadas (que pueden resultar en un salario inicial superior al promedio):

• Experiencia en servicios financieros.
• Experiencia en ventas, ventas cruzadas, ventas adicionales o referir productos.
• Experiencia trabajando en un centro de contacto entrante o saliente (teléfono, chat y/o video).
• Experiencia trabajando como Banquero Personal gestionando un alto volumen de clientes.

Candidato ideal:

• Experiencia en servicios financieros.
• Experiencia en ventas, ventas cruzadas, ventas adicionales o referir productos.
• Experiencia trabajando en un centro de contacto entrante o saliente (teléfono, chat y/o video).
• Experiencia trabajando como Banquero Personal gestionando un alto volumen de clientes.

Beneficios:

• Conjunto competitivo de beneficios que incluye reembolso de matrícula/cuidado de dependientes, generoso seguro médico, 401K y ofertas de tiempo libre pagado.
• Incentivos financieros por cumplir y/o superar los estándares de desempeño, incluyendo efectivo y acciones.
• Un horario que te ayuda a lograr un mejor equilibrio entre el trabajo y la vida personal (pregunta a uno de nuestros reclutadores sobre nuestras opciones de horario).
• Capacitación de clase mundial y apoyo personalizado en el trabajo de entrenadores y líderes dedicados que están comprometidos con tu éxito.

Habilidades utilizadas en este rol:

• Construcción de relaciones.
• Productos y soluciones para consumidores.
• Ventas telefónicas.
• Ventas por referencia.
• Transición de conversaciones con clientes.
• Enfoque en el cliente.
• Servicio al cliente.
• Construcción de relaciones.
• Establecimiento de confianza.
• Escucha activa.
• Superación de objeciones.
• Logro de acuerdos.
• Multitarea.
• Comunicación oral.
• Resolución de problemas