Senior Client Advocate

Job Summary

To support consumer and business banking customers, the full-time Senior Client Advocate will manage inbound calls regarding account inquiries, document interactions accurately, and cross-sell basic products and services while working remotely.

Key responsibilities:

• Handle branch support calls and provide accurate solutions to customer inquiries
• Document case details and customer account maintenance requests thoroughly
• Generate sales referrals and guide customers through the application process for advanced products

Required qualifications:

• High School diploma or equivalent (GED, HiSET, TASC)
• Minimum of 1 year experience in the banking industry
• At least 2 years of customer service experience
• Familiarity with call center operations is preferred
• Sales experience is preferred