Account Services Representative managing inbound/outbound sales calls for financial products. Interacting with customers regarding consumer lending products and assisting them with loan applications.
Responsibilities
Perform inside sales, placement, and service of SWBC and client’s financial products
Facilitate inbound/outbound calls regarding availability and suitability of products/services
Update call results and record all customer contacts
Produce new business or service existing customers/clients
Make outbound calls to promote lending and related products
Follow department scripting and phone etiquette to achieve project goals
Participate in department meetings or product/technique training as directed by management team
Requirements
High School Diploma or GED
Minimum of six (6) months of inbound calling experience
Consumer lending experience preferred
Strong working knowledge of personal computers to include MS Excel, MS Access, and other related programs
Able to work under sometimes stressful conditions while maintaining professionalism and enthusiasm
Excellent interpersonal and organizational skills
Detail oriented and able to multitask
Able to sit for long periods of time assisting with telephone calls or other related duties
Able to stoop, kneel, and lift 10-20 lbs. of files or other documents
Benefits
Competitive overall compensation package
Work/Life balance
Employee engagement activities and recognition awards
Administrative Analyst providing bilingual (Japanese/Portuguese) support in the chocolate industry. Responsibilities include translation, administrative tasks, and expatriate assistance.
Mortgage Specialist guiding clients through their mortgage changes at Manulife Bank. Responsible for accurate documentation, client communication, and collaboration with internal partners.
Substance Abuse Counselor providing drug and alcohol counseling to adult clients in a nonprofit organization. Engaging in individual and group counseling, documentation, and rehabilitation activities.
Bilingual Nanny providing dedicated care for a newborn in a private household. Responsible for creating stability and routines within an international and flexible environment.
Évaluateur de biens maîtrisant les évaluations des dommages aux bâtiments. Mise en œuvre de rapports techniques et collaboration avec des équipes variées chez Aviva Canada.
Relationship Banker engaging clients in the lobby at Bank of America. Assisting with banking transactions and providing financial solutions to meet client needs at the Downtown Beaches Market.
Bilingual Customer Concierge delivering exceptional service in fluid handling solutions across Canada. Engaging with customers to solve inquiries and enhance their experience while ensuring satisfaction levels are high.
Lead Care Manager overseeing case management for members and their families in enhanced care. Collaborating with healthcare providers to improve health and wellbeing through tailored care services.
Buscamos un Especialista en Atención al Paciente para garantizar citas y procedimientos en Allevio Care. Creando interacciones positivas y significativas con los pacientes.
Bilingual Parent Educator providing essential services to families with young children. Utilizing evidence - based practices to enhance parenting skills and facilitate connections to resources.