Call Center Banker- Specialist -Spanish

Scout Exchange

Lincoln, RI

JOB DETAILS
SKILLS
Bank Management, Banking Services, Call Centers, Credit Cards, Customer Relations, Loans, Needs Assessment, Risk Management, Sales, Solution Sales
LOCATION
Lincoln, RI
POSTED
1 day ago

This permanent role as a Call Center Banker - Specialist, Spanish (1st and 2nd shift) located in Lincoln, RI, involves connecting clients with a wide range of financial solutions in a virtual setting. The position requires building and deepening client relationships by understanding their financial needs and recommending suitable products and services. Responsibilities include responding to inquiries, creating customized solutions, and selling banking products such as accounts, credit cards, loans, and IRAs. The specialist also identifies clients’ needs for licensed sales functions and refers them to appropriate partners. Additionally, they quote rates, terms, and programs, while managing risk in every transaction. The role involves balancing service and sales, leveraging expertise to help clients achieve their financial goals.

About the Company

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Scout Exchange