Working from an assigned lead queue, the Outbound Specialist places timely calls at key points in the client lifecycle, guides clients through account setup and digital enrollment, and resolves or escalates issues that create friction. This is an individual-contributor role that partners closely with bankers, product, and operations teams. Successful candidates are confident on the phone, resilient in an outbound calling environment, and motivated by measurable outcomes such as contact rate, funding, and digital banking tools adoption.
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Job Type
Full-time
Career Level
Mid Level