Telephone Banker Job Description

Telephone Banker Job Description

165 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
Proposals preparation
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


Telephone Banker Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of telephone banker. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for telephone banker
  • Performs other duties as assigned to support the successful operation of the Solution Center Division
  • Achieve Certification status
  • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
  • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
  • Focuses on results, while acting in the best interest of the client
  • Experience in financial services and knowledge of financial services industry, products and solutions
Qualifications for telephone banker
  • Completion of two week platform training
  • Completion of all BVS courses
  • Resources and dedicated support to help you reach your full potential throughout your career
  • A benefits programs designed to meet the diverse needs of our employees at every stage of their life and help them plan for tomorrow
  • Progressive workplace practices and initiatives that promote inclusion
  • Is confident in identifying solutions for new and existing clients based on their needs

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