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What does a Phone Banker do?

Photo of Brenna Goyette
Brenna Goyette
Certified Professional Resume Writer, Career Expert

Published 3 min read

A phone banker is a customer service representative who works in a call center. They are responsible for handling customer inquiries, complaints, and orders over the phone.

Phone Banker job duties include:

  • Answer inbound customer calls and provide requested information
  • Make outbound customer calls to follow up on requests or provide requested information
  • Upsell products and services to customers
  • Cross-sell products and services to customers
  • Provide excellent customer service
  • Resolve customer complaints
  • Transfer calls to appropriate departments or personnel
  • Document call information according to company procedures
  • Keep updated on company products, services, and policies

Phone Banker Job Requirements

Most phone bankers have at least a high school diploma, although some jobs may require postsecondary education, such as an associate's degree. Many employers also provide on-the-job training to teach new employees the specific skills they need for the job. Certification is not typically required to work as a phone banker. However, some employers may prefer or require certification from the American Bankers Association or a similar organization. Phone bankers typically need at least one year of experience working in customer service or a call center before they can be hired for this position.

Phone Banker Skills

  • Patience
  • Empathy
  • Listening
  • Communication
  • Interpersonal
  • Persuasion
  • Negotiation
  • Problem solving
  • Multi-tasking
  • Adaptability
  • Stress management

Related: Top Phone Banker Skills: Definition and Examples

How to become a Phone Banker

A phone banker is a professional who solicits donations or pledges from individuals or businesses by telephone. Phone bankers typically work for political campaigns, charities, or telemarketing firms. They may also work in customer service or sales.

Becoming a phone banker is not difficult, but it does require some basic skills and training. Here are the steps you need to take to become a phone banker:

1. Get a job in customer service or sales. Many phone bankers start their careers in customer service or sales. This type of work will give you the opportunity to learn how to communicate with people over the phone and build your confidence in doing so.

2. Complete a training program. Most organizations that hire phone bankers will provide some type of training program. This program will teach you the basics of making calls, handling objections, and closing donations or pledges.

3. Start making calls. Once you have completed your training, it will be time to start making calls. Remember to be polite and respectful when speaking with potential donors. Be prepared for rejection and don't take it personally if someone hangs up on you or says no to your request.

4. Keep track of your progress. It is important to keep track of your progress as a phone banker. Keep a record of the number of calls you make, the amount of money you raise, and any feedback you receive from donors. This information will help you improve your performance and reach your goals.

Related: Phone Banker Resume Example

Related: Phone Banker Interview Questions (With Example Answers)

Editorial staff

Photo of Brenna Goyette, Editor

Editor

Brenna Goyette

Expert Verified

Brenna is a certified professional resume writer, career expert, and the content manager of the ResumeCat team. She has a background in corporate recruiting and human resources and has been writing resumes for over 10 years. Brenna has experience in recruiting for tech, finance, and marketing roles and has a passion for helping people find their dream jobs. She creates expert resources to help job seekers write the best resumes and cover letters, land the job, and succeed in the workplace.

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