Outbound Calling Agent

Original job posting

Make high-volume outbound calls to current and prospective bank customers to promote banking products, follow up on inquiries and applications, and recommend suitable solutions. Verify and document customer information, meet performance targets, escalate complex issues, and comply with privacy, anti-fraud, and banking regulations.

Job details

Outbound Calling Agents: contract Sep 21, 2026 - Sep 27, 2027 Remote Description Make high-volume outbound calls to existing and prospective bank customers. Promote banking products and services, including credit cards, loans, insurance, and deposit products. Conduct customer follow-ups regarding account inquiries, applications, and service requests. Verify customer information while maintaining confidentiality and compliance with privacy regulations. Explain product features, benefits, fees, and eligibility requirements. Accurately document customer interactions in CRM and banking systems. Identify customer needs and recommend appropriate banking solutions. Meet daily call volume, quality, and performance targets. Escalate complex customer issues to the appropriate departments. Ensure compliance with banking policies, anti-fraud procedures, and regulatory requirements. Required Qualifications High school diploma or equivalent; post-secondary education is an asset. Excellent verbal communication and interpersonal skills. Some proficiency with CRM systems and Microsoft Office applications. Strong attention to detail and data accuracy. Flexible to work shifts, evenings, or weekends if required. Background checks need to be completed as part of the process

What you’ll do

Make high-volume outbound calls to current and prospective bank customers to promote banking products, follow up on inquiries and applications, and recommend suitable solutions. Verify and document customer information, meet performance targets, escalate complex issues, and comply with privacy, anti-fraud, and banking regulations.

Requirements

A high school diploma or equivalent is required, while post-secondary education is an asset. Candidates should have strong verbal and interpersonal communication, some proficiency with CRM systems and Microsoft Office, attention to detail, schedule flexibility, and the ability to complete background checks.

Listed skills

• interpersonal skills · Preferred
• CRM Systems · Preferred
• Microsoft Office · Preferred
• Customer service · Preferred
• Regulatory Compliance · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Outbound Calling
• Verbal Communication
• Interpersonal Skills
• Customer Follow-Up
• CRM Systems
• Microsoft Office
• Data Accuracy
• Product Promotion
• Needs Assessment
• Customer Service
• Confidentiality
• Regulatory Compliance
• Call Volume Management
• Issue Escalation

Job areas

• Customer Service & Support
• Sales
• Finance & Accounting