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Citizens · 1 month ago

Student Lending Customer Advisor II

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

Full-time

Hybrid

Mid Level

3+ years exp

Citizens is a bank focused on creating new opportunities and making an impact. As a Student Lending Customer Advisor II, you will be responsible for revenue generation through direct sales, managing customer inquiries, and providing lending guidance to enhance customer satisfaction.

BankingCredit CardsFinancial ServicesFinTechRetail

Responsibilities

Handle incoming calls and provide guidance and solutions to prospects and customers with basic lending needs. Refer to other areas for products that require complex financial analysis and expertise. Respond to incoming calls from customers already in process

Pipeline Management maintain ongoing communication with customers to include evaluating documentation for loan applications to ensure necessary information is obtained, complete and accurate

Participate in organized and self-driven training course aimed at advancement. Maintain thorough knowledge of lending criteria, policies, procedures, regulatory and Certification requirements

Meet and exceed established scorecard metrics and volume goals

Qualification

Customer service excellenceSales experienceLending knowledgeCall center experienceMS Office proficiencyMulti-taskingTime managementInterpersonal skillsPresentation skillsTeamwork

Required

High School Graduate/GED

3-5 years - Proven success in growing customer products per household and overall banking relationship, in field or call center sales

3-5 years - Proven customer service excellence, efficient & accurate problem resolution

Ability to work independently and successfully in a team environment

Experience working in a call center environment

Superior organization and time management skills

Demonstrated ability to handle several tasks efficiently in fast environment

Strong presentation, verbal, written, and/organizational skills

Capable of delivering results within specified time frame

Proficient PC skills, including MS Office experience

Ability to work in a matrix organization and develop partnerships across business lines

Balance multiple demands and competing priorities

Subject matter expertise of bank operations, systems, compliance, and regulatory requirements

Results oriented with a desire to exceed sales and productivity goals

Regularly seeks feedback and looks for opportunities to grow and develop

Self-starter; able to work with minimal direct supervision

Strong multi-tasking ability

Superior interpersonal skills with the ability to quickly and efficiently recognize needs and identify solutions

Ability to learn new concepts quickly

Exudes a high level of competency

Effectively builds internal/external relationships

Cultivates a positive work environment

Company

Citizens

Glassdoor3.6

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