Telephone Banker Job Description

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166 votes for Telephone Banker

Telephone banker provides coaching and guidance to Branch Managers and other Retail associates on sales of Business Banking products.

Telephone Banker Duties & Responsibilities

To write an effective telephone banker job description, begin by listing detailed duties, responsibilities and expectations. We have included telephone banker job description templates that you can modify and use.

Sample responsibilities for this position include:

To support Telephone Banking teams in the sales and servicing of consumer clients

Uses a combination of referral/sales skills, product knowledge, and knowledge of policies and procedures to suggest additional bank services such as other loan products, deposit services, and insurance products

Performs outbound Sales, Marketing and call campaigns as assigned

Services loan products, checking, savings, certificates of deposit, IRAs and all other retail banking services

Performs opening, closing, and other branch servicing duties such as cash and vault balancing

Addresses customer questions and concerns by phone and in person

Ensure customers/clients are connected to the appropriate teammate to help them achieve their financial goals

Assist in identifying and selling loans and essential services to customers and prospects

Accurately prepare and process loan approval and closing documents, clear loan documentation deficiencies, provide ongoing servicing of the portfolio, maintenance past due accounts and resolve customer account problems

Maintains a good working relationship with bank employees

Telephone Banker Qualifications

Qualifications for a job description may include education, certification, and experience.

Education for Telephone Banker

Typically a job would require a certain level of education.

Employers hiring for the telephone banker job most commonly would prefer for their future employee to have a relevant degree such as Collage and Associate Degree in Education, Technical, Associates, Business, Finance, Business/Administration, Business/Management, Economics

Skills for Telephone Banker

Desired skills for telephone banker include:

All other banking products and services to respond to all customer inquiries

Asset protection

Cash organization

Consultative sales

Cross selling

Presentation

Proposals preparation

Sales

Software applications applicable to position/business unit

Teller transactions

Desired experience for telephone banker includes:

Ability to work cohesively with other departments

Must complete federal registration and annual renewal as required by the SAFE Act

Online Banking experience is a plus

Unlimited potential for financial growth and incentive awards for meeting goals

Growing your network to eventually grow your business

Robust marketing support to reach wider audiences with greater appeal

Telephone Banker Examples