Call Center Banker- Specialist -Spanish 1st and 2nd Shift

This role is responsible for connecting clients with the breadth of solutions that this bank offers to help achieve their financial goals in a virtual environment. Advanced Client Solutions Specialists balance service requests and sales opportunities, are experts on financial solutions, probe to understand life and financial goals, and pair new solutions and services to meet client needs.

An Advanced Client Solutions Specialist (responsibilities)

• Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs
• Responds to customer inquiries and concerns, creating customized solutions
• Sells and fulfills banking products (examples: checking & savings accounts, credit cards, CDs, IRAs, loans)
• Identifies client needs for Specialist (licensed) sales functions and refer to partners (Merrill, Lending, & Small Business)
• Quotes...