Financial Call Center Specialist

A-Line Staffing is now hiring a Full-Time, On-Site, 2 nd Shift, Financial Call Center Specialist in Lincoln, RI! (ON-SITE FOR THIS ROLE, NO HYBRID OR REMOTE).

Job Description

We are seeking motivated and customer-focused professionals to join our team as Customer Service Representatives – Banking & Credit Solutions . In this role, you will assist clients through inbound calls by addressing credit card servicing needs, identifying financial goals, and recommending personalized banking solutions.

The ideal candidate is a strong communicator who enjoys helping others, solving problems, and building client relationships in a fast-paced, performance-driven environment.

Financial Call Center Specialist Compensation

• The pay for this position is $26.00/hr
• Benefits are available to full-time employees after 90 days of employment

Financial Call Center Specialist Highlights

• This position is a Direct Hire with Bank of America!
• The required availability for this position is 2 nd Shift

o Tuesday – Friday: 12:00 PM – 9:00 PM

o Saturday: 11:00 AM – 8:00 PM

Benefits

We offer a competitive benefits package designed to support teammates professionally, financially, and personally, including:

• Medical, dental, and vision insurance
• 401(k) with company match
• Paid time off (PTO)
• Career development and growth opportunities
• Employee wellness and support programs
• Inclusive and collaborative work environment

• Financial Call Center Specialist Responsibilities

  ·         Assist clients with credit card servicing and short-term lending needs

  ·         Engage clients in meaningful conversations to uncover financial goals and identify additional banking opportunities

  ·         Recommend and fulfill banking products and services including:

  • • Credit cards
    • Lending solutions
    • Checking and savings accounts

  ·         Provide customized solutions to resolve customer inquiries and concerns

  ·         Identify opportunities for referrals to licensed banking partners when appropriate

  ·         Build and deepen client relationships through active listening, empathy, and professionalism

  ·         Manage risk and ensure compliance with banking regulations and company policies

  ·         Deliver a positive and seamless customer experience on every interaction

  ·         Adapt to ongoing process improvements, technology updates, and coaching feedback

  Financial Call Center Specialist Requirements

  • High School Diploma, GED, or equivalent
  • Minimum 2 years of customer service experience
  • Strong communication and interpersonal skills
  • Ability to build rapport and explain solutions using clear, simple language
  • Comfortable working in a fast-paced, metrics-driven environment
  • Intermediate computer proficiency
  • Strong organizational, problem-solving, and decision-making skills
  • Ability to work weekends and holidays as scheduled
  • Self-motivated with a positive and adaptable mindset
  • Comfortable receiving ongoing coaching and performance feedback

  Preferred Qualifications

  • Call center experience (inbound and/or outbound)
  • Banking or financial services experience
  • Experience in retail or hospitality environments
  • Sales, cross-selling, upselling, or referral experience
  • Experience supporting credit card or lending products

  If you think this Financial Call Center Specialist position is a good fit for you, please reach out to me—feel free to call, e-mail, or apply to this posting!