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Citizens · 1 month ago

Student Lending Customer Advisor

One Citizens Bank Way, Johnston, RI, 02919, US

Full-time

Onsite

Mid Level

3+ years exp

Citizens is a customer-focused financial institution seeking a Student Lending Customer Advisor. In this role, you will assist prospects with student loan refinancing, manage customer interactions, and ensure a smooth lending experience while exceeding call goals.

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Responsibilities

Assist prospects with completing applications for our education refinance loans

Outbound calling to provide guidance and solutions to prospects and customers with basic servicing needs with their personal loan application

Assist with document collection and technology driven assistance for our customers such as guiding customers through user account creation to finalizing online documentation

Meet and exceed established outbound call goals

Pipeline Management maintain ongoing communication with customers as necessary to ensure a Simple, Fast and Hassle Free Lending experience

Participate in organized and self-driven training courses aimed at advancement

Maintain thorough knowledge of lending criteria, policies, procedures

Qualification

Customer service experienceCall center experienceEffective communicationsProblem solving abilitiesTime management skillsInterpersonal relationshipsService excellenceRisk managementDetail orientedPositive mindset

Required

3+ years of exceptional customer service or sales experience required, preferably within a financial setting

High School degree or equivalent - required

Computer proficiency - required

Ability to sit for long periods answering customer calls – required

Positive and customer-focused mindset

Strong listening and problem solving abilities, persistent enthusiasm when interacting with customers

Strong verbal and written communication skills

Goal oriented professionals with an interest in strengthening their banking knowledge

Exceptional time management skills

Detail oriented with a strong sense of urgency

Preferred

Previous call center experience (inbound/outbound), preferred

Benefits

Guaranteed base salary with monthly performance-based incentive bonuses

Exceptional benefits such as medical, dental, and generous Paid Time Off policy

Fixed schedules (no rotations) that include one weekend day off

Career opportunities to develop your own potential, learn new skills, grow into new roles

Access to 401(k) with corporate match and Employee Stock Purchase Program

Access to exclusive colleague offers on Citizens Bank products and services

Company

Citizens

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At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.

Founded in 1828

Providence, Rhode Island, USA

10001+ employees