Financial Services Representative
Insight Global
Job Description
Insight Global is searching for a Financial Services Representative II (Inbound) for a large banking client. This individual will be responsible for responding to telephone inquiries from clients regarding the banks 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 banks 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 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.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .
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Skills and Requirements
2+ years of call center experience at a Bank with a variety of experience (for example: not just exp dealing with past due credit cards)
Computer savvy - able to work in multiple systems
Comfortable working in a fast-paced environment
Strong communication skills compassionate over the phone
Strong problem-solving skills
Reliable and time efficient null
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.
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