Reqroute, Inc · 19 hours ago
Financial Sales Representative
Reqroute, Inc is seeking a Financial Sales Representative to provide exceptional customer service in the banking or financial domain. The role involves answering inbound calls from clients, educating Financial Advisors on account services, and efficiently handling a variety of tasks in a fast-paced environment.
Staffing & Recruiting
Responsibilities
Must have banking or financial domain experience
Answer inbound calls from our internal clients at the branches
Educate Financial Advisors on account services and capabilities
Perform efficiently in a fast-paced, changing environment, handling a wide variety of tasks
Have superior customer-centric focus, with proven ability to thoroughly resolve customer inquiries
Qualification
Required
Must have banking or financial domain experience
Answer inbound calls from our internal clients at the branches
Educate Financial Advisors on account services and capabilities
Perform efficiently in a fast-paced, changing environment, handling a wide variety of tasks
Have superior customer-centric focus, with proven ability to thoroughly resolve customer inquiries
Excellent communication and organizational skills, attention to detail, and strong follow-up skills
Strong problem-solving skills
Flexible and adaptable to change
Proficient in Microsoft Office Suite
Windows navigation skills
Experience – 1-2 year minimum in call center environment
Excellent Communication skills
Strong organizational skills and attention to detail