Student Lending Customer Advisor

Citizens Financial Group, Inc.Johnston, RI
38d

About The Position

At Citizens, getting to know our customers and their needs is what sets us apart. If you're made of a warm smile, a cool idea or passion for helping customers and local business owners, you'll thrive here. As the Student Lending Customer Advisor I, you will be responsible for making outbound calls to prospects who have shown interest in refinancing their student loans and customers who have initiated a student loan through the web or branch channel. You will manage your workload by using our lead management system. You will also partner with underwriting to contact customers that have recently been approved or where further documentation is needed, to complete the loan process. You will be a driver of the customer experience which is measured by NPS (Net Promoter Score). You may also be utilized to respond to phone sales inquiries into Consumer Lending Direct Sales Contact Center on all marketing sponsored campaigns and direct mail efforts.

Requirements

  • 3+ years of exceptional customer service or sales experience required, preferably within a financial setting
  • Positive and customer-focused mindset
  • Strong listening and problem solving abilities, persistent enthusiasm when interacting with customers
  • Strong verbal and written communication skills
  • Goal oriented professionals with an interest in strengthening their banking knowledge
  • Exceptional time management skills
  • Detail oriented with a strong sense of urgency
  • High School degree or equivalent - required
  • Computer proficiency - required
  • Ability to sit for long periods answering customer calls - required
  • Effective Communications
  • Customer Support Policies, Standards and Procedures
  • Service Excellence
  • Products and Services
  • Interpersonal Relationships
  • Customer Interaction
  • Risk Management

Nice To Haves

  • Previous call center experience (inbound/outbound), preferred

Responsibilities

  • Assist prospects with completing applications for our education refinance loans.
  • Outbound calling to provide guidance and solutions to prospects and customers with basic servicing needs with their personal loan application
  • Assist with document collection and technology driven assistance for our customers such as guiding customers through user account creation to finalizing online documentation
  • Meet and exceed established outbound call goals
  • Pipeline Management - maintain ongoing communication with customers as necessary to ensure a Simple, Fast and Hassle Free Lending experience
  • Participate in organized and self-driven training courses aimed at advancement
  • Maintain thorough knowledge of lending criteria, policies, procedures

Benefits

  • Guaranteed base salary with monthly performance-based incentive bonuses
  • Exceptional benefits such as medical, dental, and generous Paid Time Off policy
  • Fixed schedules (no rotations) that include one weekend day off
  • Career opportunities to develop your own potential, learn new skills, grow into new roles
  • Access to 401(k) with corporate match and Employee Stock Purchase Program
  • Access to exclusive colleague offers on Citizens Bank products and services
  • comprehensive medical, dental and vision coverage
  • retirement benefits
  • maternity/paternity leave
  • flexible work arrangements
  • education reimbursement
  • wellness programs

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Industry

Management of Companies and Enterprises

Education Level

High school or GED

Number of Employees

5,001-10,000 employees

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