Job Summary
A company is looking for an Inbound Personal Banker to provide financial services primarily through inbound calls in a centralized call center environment.
Key Responsibilities
- Offer and assess a wide range of personal financial products and services to customers
- Develop customer profiles for specialized products and ensure timely follow-up on referrals
- Provide customer service by addressing inquiries and resolving account-related issues
Required Qualifications
- National Mortgage Licensing Service (NMLS) registration required
- High school diploma or equivalent with two to four years of related experience
- Current insurance license is necessary
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