Financial Sales Contact Center Leader

Location:Sun Prairie, WIPay: $82,500.00Work type: Direct Hire - Full Time
Date Posted:
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Job ID: JH90876216

Job Description

The QTI Group is partnering with a member-owned financial institution based in Sun Prairie to hire their next Financial Sales Contact Center Leader. This position will oversee a high-performing inside sales team, managing marketing leads, inbound and outbound customer calls, assist with loan applications and engage with existing and prospective clients. This is a hybrid opportunity, with candidates residing in the greater Madison area

Responsibilities:
  • Monitor call center operations, including oversight of call center performance, service levels, first response times and follow-up standards
  • Optimize call routing, scheduling and resource allocation to improve efficiency
  • Track and report on KPIs including call volume, call completion rate, lead conversion and other metrics
  • Manage recruitment, training, evaluation and compensation of inside sales and call center team members
  • Oversee all inbound and outbound sales calls, loan application follow ups, and chat responses
  • Ensure clients are provided great customer service, timely responses and accurate information related to lending applications

Qualifications:
  • Bachelor’s degree in Business Administration, Finance, Economics, Agricultural Business or related field preferred
  • 7+ years of experience in sales, preferably in financial services or lending environments
  • 3+ years of experience in a call or contact center environment
  • Direct experience in consumer, commercial and agricultural lending strongly preferred
  • Proficiency in call center and CRM systems