This job is responsible for assisting clients through incoming calls with needs for credit and short term lending while identifying additional opportunities to help achieve financial goals
Job Summary
This job is responsible for assisting clients through incoming calls with needs for credit and short term lending while identifying additional opportunities to help achieve financial goals.
Key responsibilities include addressing card servicing and sales opportunities, asking clients probing questions to understand life and financial goals, and pairing new solutions and services to meet client needs.
Job expectations include building, deepening and retaining relationships, managing risk and creating a positive client experience.
Matching Summary
This job is responsible for assisting clients through incoming calls with needs for credit and short term lending while identifying additional opportunities to help achieve financial goals.
Skills & Requirements
Must-have
credit and short term lending
card servicing and sales
positive client experience
intermediate computer proficiency
ongoing performance feedback
Nice-to-have
building rapport and handling objections
client financial goals
teamwork and flexibility
retail upselling/cross selling
Key Requirements
High School Diploma / GED / Secondary School or equivalent