- Make high-volume outbound calls to existing and prospective bank customers.
- Promote banking products and services, including credit cards, loans, insurance, and deposit products.
- Conduct customer follow-ups regarding account inquiries, applications, and service requests.
- Verify customer information while maintaining confidentiality and compliance with privacy regulations.
- Explain product features, benefits, fees, and eligibility requirements.
- Accurately document customer interactions in CRM and banking systems.
- Identify customer needs and recommend appropriate banking solutions.
- Meet daily call volume, quality, and performance targets.
- Escalate complex customer issues to the appropriate departments.
- Ensure compliance with banking policies, anti-fraud procedures, and regulatory requirements.
Required Qualifications
- High school diploma or equivalent; post-secondary education is an asset.
- Excellent verbal communication and interpersonal skills.
- Some proficiency with CRM systems and Microsoft Office applications.
- Robust attention to detail and data accuracy.
- Flexible to work shifts, evenings, or weekends if required.
- Background checks need to be completed as part of the process