Title: Call Center Representative
Duration: 6 months
Location: Remote
Shift: Monday-Friday- 8 am CST- 7 pm CST (shift varies)

Job Description:

• The Financial Services Representative II, TB Inbound, is responsible for responding to telephone inquiries from clients regarding clients' 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 client's 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 investments.
• 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.

What you’ll be doing:

• You’ll work in a fast-paced Contact Centre where you’ll have meaningful client-focused conversations.
• As an Inbound Financial Services Representative, you’ll be the first point of contact for clients calling in with questions or requests related to their banking needs. You’ll deepen relationships by understanding the client’s needs and quickly resolving issues or problems.
• You’ll 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.
• You’ll educate and assist clients using the client's digital capabilities.

How you'll 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 manage their accounts and products. Connect and refer clients to the right client's contacts to enable their financial success.
• Problem solving - Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by understanding the client`s needs and recommending solutions based on their needs. Remain solution-focused in order to identify opportunities to help our clients.
• Efficiency – Understand that the client’s time is valuable and effectively complete their request. Strong knowledge of the client's systems and products to allow quick resolution of problems.
• Product knowledge - Deeply understand the client's 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 client's organization to assist clients with additional needs
• Computer savvy - Easily navigate and focus on multiple software applications and dual monitors.

Must Have Requirement:

• 2+ Customer service banking experience.

Nice to Have:

• Bachelor's degree.

Soft Skills:

• Client-focused.
• Flexible.
• Able to work in a fast-paced environment.
• Strong communication skills.
• Problem-solving skills.

  

About Us: SPECTRAFORCE is one of the fastest-growing workforce solutions firms in the United States. As a diversity-owned business, we place human connection at the heart of everything we do, building strong relationships with both clients and candidates to fill roles successfully. Our teams in North and Central America and India serve more than 150 Fortune clients globally, leveraging custom AI technology to provide direct hire, executive search, nearshoring, offshoring, and project staffing solutions.
 
Benefits: SPECTRAFORCE offers ACA compliant health benefits as well as dental, vision, accident, critical illness, voluntary life, and hospital indemnity insurances to eligible employees. Additional benefits offered to eligible employees include commuter benefits, 401K plan with matching, and a referral bonus program. SPECTRAFORCE provides unpaid leave as well as paid sick leave when required by law.

Equal Opportunity Employer: SPECTRAFORCE is an equal opportunity employer and does not discriminate against any employee or applicant for employment because of race, religion, color, sex, national origin, age, sexual orientation, gender identity, genetic information, disability or veteran status, or any other category protected by applicable federal, state, or local laws. Please contact Human Resources at LOA@spectraforce.com if you require reasonable accommodation.
 
California Applicant Notice: SPECTRAFORCE is committed to complying with the California Privacy Rights Act (“CPRA”) effective January 1, 2023; and all data privacy laws in the jurisdictions in which it recruits and hires employees. A Notice to California Job Applicants Regarding the Collection of Personal Information can be located on our website. Applicants with disabilities may access this notice in an alternative format by contacting NAHR@spectraforce.com.
 
LA County, CA Applicant Notice: If you are selected for this position with SPECTRAFORCE, your offer is contingent upon the satisfactory completion of several requirements, including but not limited to, a criminal background check. We consider qualified applicants with arrest or conviction records for employment in accordance with all local ordinances and state laws, including the Los Angeles County Fair Chance Ordinance for Employers (FCO) and the California Fair Chance Act (FCA). The background check assessment will consider whether a criminal history could reasonably have a direct, adverse impact on the job-related safety, security, trust, regulatory compliance, or suitability for this role. Such findings may result in withdrawal of a conditional job offer. 


At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position’s starting pay is: $21.00/hr.