Telephone Banker - Call Center (ACS)

Bank of America•Chandler, AZ

4d•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 service requests with sales opportunities, provides expertise on financial solutions, asks questions to understand clients’ life and financial goals, and recommends products and services that meet their needs. The position responds to client inquiries and concerns, offers customized solutions, sells and fulfills banking products, and refers clients to other business partners when licensed sales functions are needed. It also quotes rates, terms, and programs and manages risk in transactions. Bank of America describes its culture as inclusive and supportive of teammate development and wellness, and states that it is committed to an in-office culture with role-specific flexibility based on responsibilities and business needs.

Requirements

Demonstrate passion, commitment, and drive to deliver an experience that improves clients’ financial lives.
Commit to teamwork and be flexible to work the schedule, including weekends and holidays.
Engage with clients, seek to understand their needs, share 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 an intermediate level of computer proficiency.
Be self-motivated and have 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 identifying 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 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.