Job Information
TEKsystems Call Center Representative in Chicago, Illinois
Description:
Job Description:
The Financial Services Representative II, TB Inbound is responsible for responding to telephone inquiries from clients regarding CIBC financial products and services, identifying immediate client needs to further deepen the client relationship. The role demonstrates solid written, verbal and interpersonal skills to meet client satisfaction and productivity targets by understanding client needs, offering a resolution of issues and actively promoting CIBC’s full range of products and services based on their financial needs and goals. The Financial Services Representative II, TB Inbound interviews applicants for loans, mortgages and lines of credit, and facilitates clients’ deposit accounts and investment. The role receives general instructions on routine work and requires limited direction, collaborating to find simple solutions that make it easy for clients to bank with us.
What you’ll be doing
You’ll work in a fast- paced Contact Centre where you’ll have meaningful client-focused conversations. As an Inbound Financial Services Representative, you’ll be the first point of contact for clients calling in with questions or requests related to their banking needs. You’ll deepen relationships by understanding the client’s needs, and quickly resolving issues or problems. You’ll proactively identify opportunities to match clients with the right products and solutions that will enable their financial success. Products and solutions will include bank accounts, credit card products, secured investments, overdraft protection, bill payments, secured and unsecured credit products, and more. You’ll educate and assist clients using CIBC digital capabilities.
How you'll succeed
• Client engagement - Focus on each client experience and connect on a personal level to offer an exceptional client experience. Engage in client-focused interactions that are meaningful and deliver trusted advice. Provide support for clients by helping them to manage their accounts and products. Connect and refer clients to the right CIBC contacts to enable their financial success.
• Problem solving - Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by understanding the client`s needs and recommending solutions based on their needs. Remain solution-focused in order to identify opportunities to help our clients.
• Efficiency – Understand that the client’s time is valuable and effectively complete their request. Strong knowledge of the CIBC systems and products to allow quick resolution of problems.
• Product knowledge - Deeply understand CIBC’s suite of products and work with others to ensure clients are connected to the right people and opportunities. Proactively suggest banking options that will help clients achieve their financial goals. Understand and leverage other internal departments within CIBC to assist clients on additional needs
• Computer savvy - Easily navigate and focus on multiple software applications and dual monitors.
Skills & Qualifications:
2+ years of Customer Service experience (ideally within Financial Services)
Proficient in MS Office
Call Center Experience
bachelors degree is a plus
About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.