Telephone Banker - Call Center- Bilingual English/Spanish Required - 1st shift

Bank of America•Chandler, AZ

4d•Onsite

About The Position

At Bank of America, Telephone Bankers connect clients with the bank’s solutions to help them achieve their financial goals. The role balances service requests and sales opportunities, provides expertise on financial solutions, asks questions to understand clients’ life and financial goals, and recommends solutions and services that address their needs. The Telephone Banker builds and deepens client relationships, responds to inquiries and concerns with customized solutions, and sells and fulfills banking products. The role also identifies needs that may require licensed sales functions and refers clients to appropriate Line of Business partners. Telephone Bankers quote rates, terms, and programs for banking solutions and manage risk in business, product, and service transactions using available tools. This is a first-shift, 40-hour-per-week position. The job requires fluency in English and Spanish and flexibility to work weekends and holidays. Bank of America describes an in-office culture with expectations based on role-specific responsibilities and business needs.

Requirements

Fluency in English and Spanish, including reading, writing, and speaking.
Commitment to teamwork and flexibility to work the schedule, including weekends and holidays.
Ability to engage clients, understand their needs, explain options in plain language, build rapport, and handle objections.
Comfort receiving ongoing performance feedback and coaching.
Comfort with ongoing change and learning new technologies and processes.
At least an intermediate level of computer proficiency.
Self-motivation and excellent organizational skills.
Strong decision-making and problem-solving skills.
High school diploma, GED, secondary school education, or equivalent.

Nice To Haves

Experience in the banking or financial industry.
Experience working in a call center.
Experience in telephone sales.
Experience in retail or hospitality sales.

Responsibilities

Build and deepen client relationships by uncovering financial needs and recommending products, services, and solutions.
Respond to customer inquiries and concerns and create customized solutions.
Sell and fulfill banking products, including checking and savings accounts, credit cards, Certificates of Deposit (CDs), Individual Retirement Accounts (IRAs), and loans.
Identify client needs for licensed sales functions and make referrals to Line of Business partners.
Quote rates, terms, and programs for banking solutions.
Manage risk in business, product, and service transactions using available tools.