Job Description
The Lead Lending Solutions Specialist in the Account Sales department is responsible for generating new consumer loans and credit cards via proactive outbound solicitation calls to existing Dollar Bank customers as well as generating and maximizing any loans and credit card inquiries when assigned to handle inbound calls. This includes, assessing their needs and matching them with new and additional products and services. This role is required to achieve ambitious monthly and yearly goals for the department, as well as achieve service level goals such as CSAT, quality score, and call handling time. This position will also field inbound leads via email, and chat requests. The successful Lead Lending Solutions Specialist will be responsible for effective communication with all departments that are involved with the processing of new loan and credit card requests. This includes providing any necessary documentation or answering any outstanding questions that will lead to the expedient processing of the customer’s application.
Qualifications:
• High School Diploma/GED required.
• Three to Five years of proactive sales experience required, with demonstrated experience meeting goals including via outbound or telemarketing calls and lead generation.
• Must be service-oriented with strong people skills to assess customer needs and respond to questions.
• Proven critical thinking and problem solving skills.
• Able to patiently communicate with customers and departments with diplomacy and tact.
• Excellent written and verbal communication skills including active listening.
• Proficient in a variety of computer applications
• Competent to work independently and in a team environment.
• Be flexible and able to adapt to changing priorities.
• Good organizational and time management skills.
Duties:
• Make outbound calls to existing Dollar Bank customers to retain and expand their relationship with the bank to include new loan and credit card products.
• Assess customer needs through effective listening and questioning in order to recommend solutions including additional products and services.
• Handle inbound product related calls and show the consistent ability to upsell and maximize these inquiries.
• Consistently provides the highest level of customer service meeting quality standards when aiding new and existing customers within the markets we serve.
• Ensures the accuracy of the information provided to customers.
• Maintain proficient knowledge of Dollar Bank’s products, services, regulations, policies, and procedures, participating in regular product and customer service training throughout employment.
• Recommend and open several types of retail accounts.
• Acts as a liaison with other departments in solving customer issues.
• Strive to meet established goals and establish loyal customer relationships.
• Achieves monthly goals which may include sales goals, CSAT, quality scores and call handling time.
• Adhere to Bank and department regulations, policies, and procedures in performing daily assignments and tasks.
Address 1
Liberty Commons Building
Address 2
2700 Liberty Avenue
Employment Status
Full-time
FLSA
Non-Exempt
Schedule Information
This position has a rotating schedule including weekday evenings and some Saturdays. The Customer Service Center is open Monday through Friday from 8:00am-8:00pm and Saturday from 9:00 am-3:00pm. Upon successfully completing the 90-day training period, this role has the option to work a rotating hybrid work schedule.
Benefits Information
Full-time employees are eligible for a comprehensive benefits package including medical, dental, vision, 401(k) with immediate vesting, tuition reimbursement, and gym membership reimbursement.
Part-time employees qualify for 401(k) with immediate vesting, tuition reimbursement, and gym reimbursement.
For more information, please visit (url removed).
EEO Statement
Dollar Bank is an Equal Opportunity Employer.
Minority/Female/Veteran/Disabled
Job Tags
Permanent employment, Full time, Part time, Immediate start, Flexible hours, Saturday, Afternoon shift, Weekday work, Monday to Friday,