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

Bank of America•Rio Rancho, NM

5d•Onsite

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 customer service requests with 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 involves responding to client inquiries and concerns, building relationships, selling and fulfilling banking products, identifying needs for licensed sales functions and referring clients to appropriate business partners, quoting rates and terms, and managing risk in transactions. It is an in-office role supporting collaboration, engagement, and career development. Training begins Monday, January 4, 2027, and runs Monday through Friday, 9:00 a.m. to 5:30 p.m. After training, the role follows a first-shift schedule with a Saturday requirement. The position is 40 hours per week.

Requirements

Demonstrate passion, commitment, and drive to improve clients’ financial lives.
Commit to teamwork and be flexible to work the schedule, including weekends and holidays.
Engage with clients, 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 computer proficiency.
Be self-motivated and have excellent organizational skills.
Have strong decision-making and problem-solving skills.
High school diploma, GED, secondary school, or equivalent.

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 for 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.