Customer Service Banker

A-Line Staffing is seeking a motivated and detail-oriented Customer Service Banker This role offers career growth, a supportive work environment, and full-time hours (40+ per week).

If interested in this Customer Service Banker position APPLY NOW for IMMEDIATE consideration

Brittney Blackman | View email address on click.appcast.io | text View phone number on click.appcast.io

CUSTOMER SERVICE BANKER | DETAILS AND COMPENSATION:

• Location: Lincoln, RI – 100% on-site
• Payrate: $26/hr
• Required Availability: Full-Time | fixed 2nd-shift schedule. Please ensure you can commit to these exact hours before applying:
• Tuesday – Friday: 12:00 PM – 9:00 PM
• Saturday: 11:00 AM – 8:00 PM
• Note: Schedule includes weekends and holidays as required by business needs.

CUSTOMER SERVICE BANKER | SUMMARY AND HIGHLIGHTS:

The Customer Service Banker is responsible for assisting clients through incoming calls with their credit and short-term lending needs while identifying additional financial opportunities. Key expectations include building, deepening, and retaining client relationships, managing risk, and creating a positive customer experience.

• Benefits : Competitive suite of benefits including medical, dental, vision benefits, 401K match, Paid Time Off (PTO), and more.

CUSTOMER SERVICE BANKER | RESPONSIBILITIES:

• Client Advisory: Work with clients to uncover needs for credit and short-term lending. Ask probing questions to understand life and financial goals, and recommend the best products, services, and solutions.
• Customer Service & Sales: Respond to customer inquiries and concerns to create customized solutions. Assist with banking products including credit cards, lending solutions, and checking/savings accounts.
• Referrals: Identify client needs for licensed sales functions and make strategic referrals to internal business partners.
• Risk Management: Manage risk in every business, product, and service transaction by leveraging available tools and following guidelines.
• Relationship Building: Create a positive client experience through active listening, addressing questions clearly using plain language, building rapport, and handling objections effectively.

CUSTOMER SERVICE BANKER | REQUIREMENTS :

• Education: High School Diploma or GED (verifiable)
• Attendance: Commitment to mandatory attendance during the first 90 days.
• 2+ years of relevant professional experience.
• Technical Skills: Minimum of an intermediate level of proficiency with computers and an ability to comfortably adapt to new technology/processes.

Core Competencies:

• Displays passion, commitment, and drive to improve clients’ financial lives.
• Strong decision-making, problem-solving, and active listening skills.
• Self-motivated with excellent organizational habits and strong attention to detail.
• Comfort with ongoing change and receiving continuous performance feedback/coaching.

Desired Qualifications (Nice-to-Haves):

• Experience working in an inbound or outbound contact center (phone, chat, and/or video).
• Prior experience in the banking or financial services industry (e.g., as a Personal Banker managing high client volume).
• Background in Sales (up-selling, cross-selling, or referring products).
• Customer service experience in Retail or Hospitality.

Take the Next Step!

Join a company that values your growth and contributions. If you’re interested in the Customer Service Banker role apply now or contact us for immediate consideration!

Brittney Blackman | View email address on click.appcast.io | text View phone number on click.appcast.io