Private Banking Chat Call Center Specialist

Top Tier Investment Banking firm looking for a Private Banking Chat Call Center Specialist to join their growing team. This is an excellent opportunity to listen to clients via chat to understand which products and services are best suited for their unique needs while providing an exceptional client experience.

QUALIFICATIONS

Displays passion, commitment and drive to deliver an experience that improves clients’ financial lives

Has a commitment to teamwork and the flexibility to work the schedule, including weekends and holidays

Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections

Is comfortable receiving ongoing performance feedback and coaching

Enjoys ongoing change and learning new technology processes

One year of sales experience with cross-selling, upselling or referring products

Has an intermediate level of proficiency with computers

Is self-motivated with excellent organizational skills

Has strong decision-making and problem-solving skills

This role will be ONSITE out of the Chandler, AZ office.