Customer Service Banker

A-Line Staffing is seeking a motivated and detail-oriented Customer Service Banker This role offers career growth, a supportive work environment, and full-time hours (40+ per week). If interested in this Customer Service Banker position APPLY NOW for IMMEDIATE consideration Brittney Blackman text CUSTOMER SERVICE BANKER DETAILS AND COMPENSATION: Location: Lincoln, RI - 100% on-site Payrate: $26/hr Required Availability: Full-Time fixed 2nd-shift schedule. Please ensure you can commit to these exact hours before applying: Tuesday - Friday: 12:00 PM - 9:00 PM Saturday: 11:00 AM - 8:00 PM Note: Schedule includes weekends and holidays as required by business needs. CUSTOMER SERVICE BANKER SUMMARY AND HIGHLIGHTS: The Customer Service Banker is responsible for assisting clients through incoming calls with their credit and short-term lending needs while identifying additional financial opportunities. Key expectations include building, deepening, and retaining client relationships, managing risk, and creating a positive customer experience. Benefits : Competitive suite of benefits including medical, dental, vision benefits, 401K match, Paid Time Off (PTO), and more. CUSTOMER SERVICE BANKER RESPONSIBILITIES: Client Advisory: Work with clients to uncover needs for credit and short-term lending. Ask probing questions to understand life and financial goals, and recommend the best products, services, and solutions. Customer Service & Sales: Respond to customer inquiries and concerns to create customized solutions. Assist with banking products including credit cards, lending solutions, and checking/savings accounts. Referrals: Identify client needs for licensed sales functions and make strategic referrals to internal business partners. Risk Management: Manage risk in every business, product, and service transaction by leveraging available tools and following guidelines. Relationship Building: Create a positive client experience through active listening, addressing questions clearly using plain language, building rapport, and handling objections effectively. CUSTOMER SERVICE BANKER REQUIREMENTS: Education: High School Diploma or GED (verifiable) Attendance: Commitment to mandatory attendance during the first 90 days. 2+ years of relevant professional experience. Technical Skills: Minimum of an intermediate level of proficiency with computers and an ability to comfortably adapt to new technology/processes. Core Competencies: Displays passion, commitment, and drive to improve clients' financial lives. Strong decision-making, problem-solving, and active listening skills. Self-motivated with excellent organizational habits and strong attention to detail. Comfort with ongoing change and receiving continuous performance feedback/coaching. Desired Qualifications (Nice-to-Haves): Experience working in an inbound or outbound contact center (phone, chat, and/or video). Prior experience in the banking or financial services industry (e.g., as a Personal Banker managing high client volume). Background in Sales (up-selling, cross-selling, or referring products). Customer service experience in Retail or Hospitality. Take the Next Step! Join a company that values your growth and contributions. If you're interested in the Customer Service Banker role apply now or contact us for immediate consideration! Brittney Blackman text