Call Center Banker

Chat Specialist

As a Chat Specialist you will listen to our clients via chat to understand which products and services are best suited for their unique needs while providing an exceptional client experience. We're seeking skilled sales professionals who can advise and advocate for our client's most important financial needs.

What are the 3-4 non-negotiable requirements of this position:

• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
• Has a commitment to teamwork and the flexibility to work the schedule, including weekends and holiday.
• Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections Is comfortable receiving ongoing performance feedback and coaching.
• Enjoys ongoing change and learning new technology/processes.
• One year of sales experience with cross-selling, upselling or referring products.
• Has an intermediate level of proficiency with computers.
• Is self-motivated with excellent organizational skills.
• Has strong decision-making and problem-solving skills.

What are the nice-to-have skills:

• Experience in the banking/financial industry.
• Experience working in a call center.
• Experience with chat.
• Experience with multi-solution customer offerings and bundling services.
• Experience working as a Personal Banker managing high client volume.
• Experience in telephone sales.