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

Bank of America•Chandler, AZ

4d•Onsite

About The Position

At Bank of America, the Telephone Banker connects 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 products and services suited to their needs. The position is bilingual in English and Spanish and is scheduled for first shift, 40 hours per week. The role works with clients by phone to build relationships, understand financial needs, respond to questions and concerns, and provide customized solutions. It sells and fulfills banking products, identifies opportunities for licensed sales referrals to business partners, quotes rates and terms, and manages risk in transactions. Bank of America describes its culture as focused on Responsible Growth, inclusion, collaboration, and supporting teammates’ physical, emotional, and financial wellness. The company states that it is committed to an in-office culture, with flexibility based on role responsibilities and business needs.

Requirements

Fluent 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 technology and processes.
At least intermediate proficiency with computers.
Self-motivated with 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 appropriate 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.