Call Center - Chat Specialist

Permanent Required: Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Has a commitment to teamwork and the flexibility to work the schedule, including weekends and holidays Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections Is comfortable receiving ongoing performance feedback and coaching Enjoys ongoing change and learning new technology/processes One year of sales experience with cross-selling, upselling or referring products Has an intermediate level of proficiency with computers Is self-motivated with excellent organizational skills • Has strong decision-making and problem-solving skills Preffered: Experience in the banking/financial industry Experience working in a call center Experience with chat Experience with multi-solution customer offerings and bundling services Experience working as a Personal Banker managing high client volume

Job Description: Listens and probes to provide one-on-one advice that helps connect clients with solutions to achieve their financial goals. Serves as a subject matter expert engaging via chat with clients that are navigating our digital banking pages, by responding to questions about our products & applications to ultimately make it easy for clients get what they need digitally. Involves referring customers to the appropriate line of business for products or services not supported. Uses a combination of pre-approved messaging and free form responses to create a personalized experience for each of our clients. May interact with more than one client at a time. Accountable for a great client experiences and successful resolution of all requests.