Call Center Banker - Phoenix, AZ

Bank of America • Phoenix, AZ

402d

About The Position

This position at Bank of America is focused on connecting clients with a wide range of financial solutions to help them achieve their financial goals. The role emphasizes building and deepening client relationships, understanding their needs, and providing tailored banking products and services. It requires a commitment to teamwork, flexibility in scheduling, and a passion for improving clients' financial lives.

Requirements

• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Has a commitment to teamwork and the flexibility to work the schedule, including weekends and holidays
• Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections
• Is comfortable receiving ongoing performance feedback and coaching
• Is comfortable with ongoing change and learning new technology/processes
• Has at least an intermediate level of proficiency with computers
• Is self-motivated with excellent organizational skills
• Has strong decision-making and problem-solving skills

Nice To Haves

• Experience in the banking/financial industry
• Experience working in a call center
• Experience in telephone sales

Responsibilities

• Works with clients to build and deepen relationships by uncovering 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 checking and savings accounts, credit cards, Certificate of Deposits (CDs), Individual Retirement Accounts (IRAs), and loans
• Identifies client needs for licensed sales functions, making referrals to Line of Business partners
• Quotes rates, terms, and programs for banking solutions
• Manages risk in every business, product, and service transaction leveraging available tools

Benefits

• Competitive benefits to support physical, emotional, and financial well-being
• Opportunities to learn and grow
• Flexible work arrangements

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED