Job Details
Call Center Representative
Location: Remote
Duration: 3-4 months with possible contract to hire/ with possible extension up to 6 months
Work Schedule - Part Time - 15-20 Hours/week, 8am-12pm or 1pm-5pm Monday to Friday shift TBD.
Must Have Requirement:
2+ Customer service experience
Nice to Have:
Banking experience
Bachelor's degree
Soft Skills:
Client focused
Flexible
Able to work in a fast-paced environment
Strong communication skills
Problem Solving skills
Line of Business: Personal and Digital Banking
Team Culture
The team is high-touch via MS Teams messaging and there are team leads and mentors assigned to each resource with plenty of support.
The Team is grouped by specialty.
Candidate Be Working with on a Daily Basis
Client facing role.
They will be working with clients throughout the day.
The Financial Services Representative II, TB Inbound is responsible for responding to telephone inquiries from clients regarding Client financial products and services, identifying immediate client needs to further deepen the client relationship.
The role demonstrates solid written, verbal and interpersonal skills to meet client satisfaction and productivity targets by understanding client needs, offering a resolution of issues and actively promoting Client full range of products and services based on their financial needs and goals.
The Financial Services Representative II, TB Inbound interviews applicants for loans, mortgages and lines of credit, and facilitates clients' deposit accounts and investment. The role receives general instructions on routine work and requires limited direction, collaborating to find simple solutions that make it easy for clients to bank with us.
What you'll be doing
You'll work in a fast paced Contact Centre where you'll have meaningful client-focused conversations. As an Inbound Financial Services Representative, you'll be the first point of contact for clients calling in with questions or requests related to their banking needs. You'll deepen relationships by understanding the client's needs, and quickly resolving issues or problems. You'll proactively identify opportunities to match clients with the right products and solutions that will enable their financial success. Products and solutions will include bank accounts, credit card products, secured investments, overdraft protection, bill payments, secured and unsecured credit products, and more. You'll educate and assist clients using Client digital capabilities.
As an equal opportunity employer, ICONMA provides an employment environment that supports and encourages the abilities of all persons without regard to race, color, religion, gender, sexual orientation, gender identity or express, ethnicity, national origin, age, disability status, political affiliation, genetics, marital status, protected veteran status, or any other characteristic protected by federal, state, or local laws.