Phone Channel Client Consultant

Job Summary

A company is looking for a Phone Channel Client Consultant who delivers exceptional sales and service experiences to bank clients.

Key Responsibilities

• Engages with clients through calls and video chats to identify financial needs and schedule appointments
• Assists clients with account inquiries, resolving issues, and recommending appropriate products and services
• Executes banking processes accurately while adhering to compliance and risk management guidelines

Required Qualifications

• High School diploma or equivalent required
• Minimum of 1 year of retail banking or equivalent customer service experience
• Access to a dedicated hard-wired internet connection and a professional home workspace
• Ability to work flexible, nontraditional hours
• Demonstrated computer proficiency with Windows-based applications