Telephone Banker - Call Center (ACS)
About The Position
At Bank of America, Telephone Bankers connect clients with the bank’s range of solutions to help them achieve their financial goals. The role balances service requests and sales opportunities, provides expertise on financial solutions, and uses questions to understand clients’ life and financial goals before recommending relevant products and services. The role is part of a 40-hour-per-week, first-shift call center position. Bank of America describes an in-office culture that supports collaboration, engagement, and career development, with flexibility based on role-specific responsibilities and business needs.
Requirements
- Display passion, commitment, and drive to deliver an experience that improves clients’ financial lives.
- Commit to teamwork and be flexible to work the required schedule, including weekends and holidays.
- Engage with clients to understand their needs, explain options in plain language, build rapport, and handle objections.
- Be comfortable receiving ongoing performance feedback and coaching.
- Be comfortable with ongoing change and learning new technology and processes.
- Have at least intermediate proficiency with computers.
- Be self-motivated with excellent organizational skills.
- Have strong decision-making and problem-solving skills.
- Have a high school diploma, GED, secondary school qualification, 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 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, Individual Retirement Accounts, 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 each business, product, and service transaction by leveraging available tools.
Benefits
- Affordable, competitive, and flexible benefits supporting teammates’ physical, emotional, and financial wellness.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
