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 client 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 is based in a call-center setting in Rio Rancho, New Mexico, and requires bilingual Spanish proficiency. Training is scheduled Monday through Friday, 9:00 a.m. to 5:30 p.m., beginning January 4, 2027. After training, the role is on first shift and includes a Saturday requirement. The position is scheduled for 40 hours per week.

Requirements

  • Bilingual Spanish proficiency is required.
  • Demonstrate passion, commitment, and drive to improve clients’ financial lives.
  • Be committed to teamwork and flexible enough to work the required schedule, including weekends and holidays.
  • Engage 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 intermediate 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.

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 business, product, and service transactions using available tools.

Benefits

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