About The Position

At Bank of America, the Telephone Banker connects clients with the bank’s range of solutions 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’ financial goals, and recommends suitable products and services. The position is based in the call center in Rio Rancho, New Mexico, and requires bilingual Spanish proficiency. The role is in-office. Training begins Monday, January 4, 2027, and runs Monday through Friday from 9:00 a.m. to 5:30 p.m. After training, the position is on the first shift and includes a Saturday requirement. The work schedule is 40 hours per week.

Requirements

  • High school diploma, GED, secondary school, or equivalent.
  • Bilingual Spanish proficiency.
  • Passion, commitment, and drive to improve 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 adapting to ongoing changes and learning new technology and processes.
  • At least intermediate 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 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, individual retirement accounts, and loans.
  • Identify client needs involving licensed sales functions and make referrals to lines of business partners.
  • Quote rates, terms, and programs for banking solutions.
  • Manage risk in business, product, and service transactions using available tools.

Benefits

  • Affordable, competitive, and flexible benefits supporting teammates’ physical, emotional, and financial wellness.
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