Bank of America-posted about 1 year ago
Full-time • Entry Level
Phoenix, AZ
Credit Intermediation and Related Activities

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.

  • 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
  • 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
  • Experience in the banking/financial industry
  • Experience working in a call center
  • Experience in telephone sales
  • Competitive benefits to support physical, emotional, and financial well-being
  • Opportunities to learn and grow
  • Flexible work arrangements
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