Job Description

Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

This job is responsible for assisting clients through incoming calls with needs for credit and short term lending while identifying additional opportunities to help achieve financial goals. Key responsibilities include addressing card servicing and sales opportunities, asking clients probing questions to understand life and financial goals, and pairing new solutions and services to meet client needs. Job expectations include building, deepening and retaining relationships, managing risk and creating a positive client experience.

Responsibilities:

• Works with clients to uncover needs for credit and short term lending while asking questions to uncover additional financial needs and recommending the best products, services, and solutions to meet those needs

• Responds to customer inquiries and concerns, creating customized solutions

• Sells and fulfills banking products including credit cards, lending needs, checking and savings accounts.

• Identifies client needs for licensed sales functions, making referrals to Line of Business partners

• Manages risk in every business, product, and service transaction leveraging available tools

• Creates positive client experience through active listening and addressing questions and concerns.

Skills:

• Attention to Detail

• Client Experience Branding

• Customer and Client Focus

• Interpret Relevant Laws, Rules, and Regulations

• Adaptability

• Client Solutions Advisory

• Issue Management

• Problem Solving

• Active Listening

• Referral Identification

Required Qualifications:

• Fluent in Spanish and English required (speak, write & read)

• Minimum 1 year of Up-selling/ Cross-selling experience.

• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives

• Commitment to teamwork and the flexibility to work the schedule, including weekends and holidays

• Ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections

• Comfortable receiving ongoing performance feedback and coaching

• Comfortable with ongoing change and learning new technology/processes

• Minimum of an intermediate level of proficiency with computers

• Self-motivated with excellent organizational skills

• Strong decision-making and problem-solving skill

Desired Qualifications:

• Ability to support and provide card solutions

• Experience in the banking/financial industry

• Experience working in a call center

• Experience in telephone sales

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Job Tags

Temporary work, Work at office, Shift work, Day shift

Similar Jobs