Call Center Representative Job at Insight Global in Chicago

Overview

Insight Global is searching for a Financial Services Representative II to support CIBC's Inbound Call Center under the Personal and Digital Banking organization. This individual will be responsible for responding to telephone inquiries from clients regarding the bank’s financial products and services, identifying immediate client needs, and serving as the first point of contact for clients calling in with questions or requests related to their banking needs. To be successful, you will demonstrate strong written, verbal, and interpersonal skills to meet client satisfaction and productivity targets by understanding client needs, offering resolutions, and actively promoting the bank’s full range of products and services based on their financial needs and goals. 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 the bank’s digital capabilities. You will be involved in interviewing applicants for loans, mortgages, and lines of credit, and facilitating clients’ deposit accounts and investment.

How you\'ll succeed

• Client engagement - Focus on each client experience and connect on a personal level to offer an exceptional client experience. Provide support for clients by helping them to manage their accounts and products. Connect and refer clients to the right bank 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.
• Efficiency – Strong knowledge of the client’s systems and products to allow quick resolution of problems.
• Product knowledge - Deeply understand client’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 the bank to assist clients on additional needs.
• Computer savvy - Easily navigate and focus on multiple software applications and dual monitors.

Commitment to Diversity and Inclusion

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com. To learn more about how we collect, keep, and process your private information, please review Insight Global\'s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

Must Haves:

• 2+ years of call center experience at a Bank with a variety of experience (for example: not just exp dealing with past due credit cards)
• Computer savvy - able to work in multiple systems
• Comfortable working in a fast-paced environment
• Strong communication skills – compassionate over the phone
• Strong problem-solving skills
• Reliable and time efficient

Nice to haves:

• Bachelor\'s Degree

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.