Phone Channel Client Consultant

Job Summary

A company is looking for a Phone Channel Client Consultant who will provide exceptional sales and service experiences to clients.

Key Responsibilities

• Engage with clients through calls and video chats to identify financial needs and schedule appointments
• Assist clients with account-related inquiries, resolving issues and recommending appropriate products and services
• Execute banking processes accurately while adhering to compliance and risk management standards

Required Qualifications

• High School diploma or equivalent required
• Minimum of 1 year of retail banking or equivalent customer service experience
• Access to a dedicated hard-wire internet connection required
• Professional home workspace suitable for client interactions