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Telephone banker job description

Updated March 14, 2024
4 min read
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Example telephone banker requirements on a job description

Telephone banker requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in telephone banker job postings.
Sample telephone banker requirements
  • High school diploma or equivalent
  • Experience in customer service or sales
  • Proficient in computer skills
  • Familiarity with banking products and services
  • Ability to multitask and work under pressure
Sample required telephone banker soft skills
  • Excellent communication skills
  • Active listening skills
  • Problem-solving skills
  • Positive attitude and team player
  • Ability to build rapport and maintain relationships with customers

Telephone banker job description example 1

ESL Federal Credit Union telephone banker job description

Customer Service Experience Preferred!


Hours:

40


Schedule:

Set schedule, Monday - Saturday with a day off during the week, and every Sunday off. The contact center is open Monday - Friday 7:00 a.m. - 7:00 p.m. and Saturday 8:30 a.m. - 2:00 p.m. This positon is remote eligible for up to 40% of the time.

As a Telebanker at ESL you will:

  • Create a positive member experience
  • Receive a high volume of incoming calls from members and assist them with a variety of transactions to meet their financial needs in a contact center environment
  • Refer ESL products and services to members
  • Learn about the banking and finance industry
  • Gain exposure to career opportunities at ESL

Telebankers should possess the following :

  • High School diploma or High School equivalency diploma required
  • Prior customer service experience is preferred
  • Capable of advancing to a Telebanker II position, as it becomes available, within one year of employment
  • Positive attitude
  • Desire to learn, grow, and develop; advanced education preferred
  • Passion to work with and help people over the phone
  • Excellent computer skills
  • Confidence to recommend financial products and services
  • Proven ability to achieve sales goals
  • Effective communication skills
  • Strong analytical, problem solving, and decision making abilities
  • Excellent attention to detail
  • Ability to remain flexible and multitask in a fast-paced environment
  • Demonstrate alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper

Why work at ESL?

ESL is one of the largest and most successful federal credit unions in the country. We are locally owned and known for valuing people and sharing our success with our employees. We are proud to hire great people with a variety of perspectives and cultural backgrounds.

ESL offers a very generous compensation and benefits package including health, dental, life, 401k, pension, vacation, paid holidays, performance incentives, and more.

We're committed to diversity, equity, and inclusion. ESL recognizes the importance of a culture that embraces diversity and values individual differences. We are committed to cultivating a diverse workforce at all levels that mirrors the communities we serve. We welcome applications from people with diverse perspectives and backgrounds. We strive to create an inclusive, respectful and equitable environment, which makes ESL a great place to work!

#LI-KZ1 #LI-Hybrid

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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Updated March 14, 2024

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.