Job Description: Assist clients through incoming calls with needs for credit and short term lending, identify opportunities to help achieve financial goals, build relationships, and manage risk to create a positive client experience.
Requirements
- Works with clients to uncover needs for credit and short term lending
- Responds to customer inquiries and concerns, creating customized solutions
- Sells and fulfills banking products including credit cards, lending needs, checking and savings accounts
- Identifies client needs for licensed sales functions, making referrals to Line of Business partners
- Manages risk in every business, product, and service transaction leveraging available tools
- Creates positive client experience through active listening and addressing questions and concerns