Call Center Associate Banker - 1st or 2nd shift

Bank of America•Fort Worth, TX

2d•Onsite

About The Position

This job is responsible for assisting clients through incoming calls with needs for credit and short term lending while identifying additional opportunities to help achieve financial goals. Key responsibilities include addressing card servicing and sales opportunities, asking clients probing questions to understand life and financial goals, and pairing new solutions and services to meet client needs. Job expectations include building, deepening and retaining relationships, managing risk and creating a positive client experience.

Requirements

Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives
Commitment to teamwork and the flexibility to work the schedule, including weekends and holidays
Ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections
Comfortable receiving ongoing performance feedback and coaching
Comfortable with ongoing change and learning new technology/processes
Minimum of an intermediate level of proficiency with computers
Self-motivated with excellent organizational skills
Strong decision-making and problem-solving skills

Nice To Haves

Ability to support and provide card solutions
Experience working at a call center
Sales experience (upsell and cross sell)
Experience in Retail or Hospitality
Experience in the banking/financial industry

Responsibilities

Works with clients to uncover needs for credit and short term lending while asking questions to uncover additional financial needs and recommending the best products, services, and solutions to meet those needs
Responds to customer inquiries and concerns, creating customized solutions
Sells and fulfills banking products including credit cards, lending needs, checking and savings accounts.
Identifies client needs for licensed sales functions, making referrals to Line of Business partners
Manages risk in every business, product, and service transaction leveraging available tools
Creates positive client experience through active listening and addressing questions and concerns