Telephone Banker- Call Center- Rio Rancho, NM (1st shift)

Bank of America•Rio Rancho, NM
•Onsite

About The Position

At Bank of America, the Telephone Banker connects clients with the breadth of solutions the bank offers to help them achieve their financial goals. The role balances service requests with sales opportunities, provides expertise on financial solutions, asks questions to understand clients’ life and financial goals, and matches clients with suitable products and services. The position is based in the call center in Rio Rancho, New Mexico, and is listed as first shift. Training is scheduled to begin Monday, January 4, 2027, from Monday through Friday, 9:00 a.m. to 5:30 p.m. After training, the schedule is first shift and includes a Saturday requirement. The position is 40 hours per week.

Requirements

  • High school diploma, GED, secondary school education, or equivalent.
  • Passion, commitment, and drive to deliver an experience that improves clients’ financial lives.
  • Commitment to teamwork and flexibility to work the required 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 an intermediate level of computer proficiency.
  • Self-motivation and excellent organizational skills.
  • Strong decision-making and problem-solving skills.

Nice To Haves

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

Responsibilities

  • Build and deepen client relationships by identifying financial needs and recommending suitable 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 every business, product, and service transaction using available tools.
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