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 bank's 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 bank'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 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.
Additional information:
You will 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 bank'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 to manage their accounts and products. Connect and refer clients to the right bank 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 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 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 bank to assist clients on additional needs
* Computer savvy - Easily navigate and focus on multiple software applications and dual monitors.
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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https://insightglobal.com/workforce-privacy-policy/ .
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.