Call Center Specialist

Call Center Specialist

Location: first week onsite in Chicago, IL for training, then fully remote after

Duration: 6 months+ extension or conversion to full time

Job Description:

The Financial Services Representative II, TB Inbound is responsible for responding to telephone inquiries from clients regarding Bank financial products and services, identifying immediate client needs to further deepen the client relationship. 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.

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 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 to manage their accounts and products. Connect and refer clients to the right 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 bank's systems and products to allow quick resolution of problems.

• Product knowledge - Deeply understand bank'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 bank to assist clients on additional needs

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

Must Have Requirement:

- 2+ Customer service experience

Nice to Have:

- Banking experience

- Bachelor's degree

Soft Skills:

- Client focused

- Flexible

- Able to work in a fast paced environment

- Strong communication skills

- Problem Solving skills

EEO Employer

Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at employeeservices@apexsystems.com or 844-463-6178.