Senior Phone Channel Consultant

Job Summary

Delivering an exceptional sales and service experience, the full-time Senior Phone Channel Consultant will manage client relationships, drive deposit growth, and facilitate connections to key bank partners, all while working remotely.

Key responsibilities:

• Engage with clients through inbound and outbound calls to identify financial needs and schedule appointments for enhanced service
• Meet sales and service objectives by onboarding clients and participating in ongoing sales initiatives for various banking channels
• Resolve client inquiries and issues, ensuring a high-quality client experience and collaborating with specialists to meet clients' banking goals

Required qualifications:

• High School diploma or equivalent required
• Minimum of 5 years of retail banking or equivalent customer service experience
• Access to a dedicated hard-wire internet connection
• A professional home workspace suitable for video interactions
• Demonstrated proficiency with Windows-based applications and call center telephony