Financial Services Representative

Job Description

Insight Global is searching for a Financial Services Representative II (Inbound) for a large banking client. This individual will be responsible for responding to telephone inquiries from clients regarding the banks financial products and services, identifying immediate client needs to further deepen the client relationship. The role demonstrates solid written, verbal and interpersonal skills to meet client satisfaction and productivity targets by understanding client needs, offering a resolution of issues and actively promoting the banks full range of products and services based on their financial needs and goals. The Financial Services Representative II, TB Inbound interviews applicants for loans, mortgages, and lines of credit, and facilitates clients deposit accounts and investment. The role receives general instructions on routine work and requires limited direction, collaborating to find simple solutions that make it easy for clients to bank with us.

Additional information:

You will work in a fast-paced Contact Centre where youll have meaningful client-focused conversations. As an Inbound Financial Services Representative, youll be the first point of contact for clients calling in with questions or requests related to their banking needs. Youll deepen relationships by understanding the clients needs, and quickly resolving issues or problems.Youll proactively identify opportunities to match clients with the right products and solutions that will enable their financial success. Products and solutions will include bank accounts, credit card products, secured investments, overdraft protection, bill payments, secured and unsecured credit products, and more. Youll educate and assist clients using the banks digital capabilities.

How youll succeed:

 Client engagement – Focus on each client experience and connect on a personal level to offer an exceptional client experience. Engage in client-focused interactions that are meaningful and deliver trusted advice. Provide support for clients by helping them to manage their accounts and products. Connect and refer clients to the right bank contacts to enable their financial success.

 Problem solving – Listen, ask questions, and put yourself in the clients shoes. Act like an owner by understanding the client`s needs and recommending solutions based on their needs. Remain solution-focused to identify opportunities to help our clients.

 Efficiency — Understand that the clients time is valuable and effectively complete their request.Strong knowledge of the clients systems and products to allow quick resolution of problems.

 Product knowledge – Deeply understand clients suite of products and work with others to ensure clients are connected to the right people and opportunities. Proactively suggest banking options that will help clients achieve their financial goals. Understand and leverage other internal departments within the bank to assist clients on additional needs

 Computer savvy – Easily navigate and focus on multiple software applications and dual monitors.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .

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Skills and Requirements

 2 years of call center experience

 Banking experience

 Computer savvy – able to work in multiple systems

 Comfortable working in a fast-paced environment

 Strong communication skills — compassionate over the phone

 Strong problem-solving skills

 Reliable and time efficient  Bachelors Degree null

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.