Banking Advisor (Call Center Representative)

Tewksbury, Massachusetts
Apr 14, 2023
Jun 13, 2023
Full Time


Based in our Corporate Headquarters, Banking Advisors provide phone and email support for internal and external clients.  Primarily assists callers with inquiries and resolves problems with Lowell Five solutions, cross sells Bank products and services, and makes referrals while working to meet individual and team growth goals.     


  • Handles incoming phone calls and emails from clients
  • Maintains knowledge of Bank solutions and communicates them effectively to clients
  • Makes outbound calls to our client base in an effort to deepen relationships and meet individual and team growth goals
  • Actively listens to clients in order to advise and consider referral opportunities; connects callers to appropriate Bank personnel for more complex matters and follows up as necessary
  • Utilizes Salesforce to create cases, referrals, and notes to enhance the client experience and collaborate with multiple departments across the Bank
  • Opens new deposit accounts for existing clients
  • Provides limited back office support to the branch network during extended hours
  • Sends client correspondence
  • Supports the wire transfer process
  • Submits new consumer loan applications
  • Completes change of address confirmations
  • Completes dormant account maintenance
  • Processes Abandoned Property

Please note this job description is not designed to cover a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job.  Duties, responsibilities, and activities may change over time.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

  • Prior call center experience; banking experience preferred
  • Willingness and aptitude to learn new systems as required to support Bank growth and expansion of services
  • Excellent verbal and written communication skills with the ability to be concise, clear and consistent; pleasant tone of voice on the phone
  • Ability to build rapport and maintain relationships
  • Detail-oriented with excellent time management and organizational skills
  • Ability to multi-task, prioritize, and adapt to change
  • Capable of working independently and solving problems
  • Team player with strong desire to offer exceptional customer service
  • Knowledge of Microsoft Office, including Word, Excel, Outlook
  • Willingness to have flexibility in your work schedule
  • Ability to work for prolonged periods of time at a desk and working on a computer


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