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Bank Of America Call Center Banker- Specialist -Spanish 1st 2nd Shift United States, Rhode Island 406240494
Job Description:
An Advanced Client Solutions Specialist (responsibilities)
• Works with clients to build and deepen relationships by uncovering 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 (examples: checking & savings accounts, credit cards, CDs, IRAs, loans)
• Identifies client needs for Specialist (licensed) sales functions and refer to partners (Merrill, Lending, & Small Business)
• Quotes rates, terms and programs for banking solutions
• Manages risk in every business, product and service transaction leveraging available tools
Skills Used in this Role:
• Relationship building
• Consumer products and solutions
• Telephone sales
• Referral Sales
• Transitioning client conversations
• Customer focus
• Customer service
• Building rapport
• Establishing Trust
• Active Listening
• Overcoming objections
• Gaining agreement
• Multitasking
• Oral communication
• Problem solving
Required skills:
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives
• Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and showing empathy
• Is curious, has a growth mindset and is comfortable receiving ongoing performance feedback and coaching
• Enjoys ongoing change and learning new technology/processes
• Has an intermediate level of proficiency with computersDesired skills (that may result in a higher than average starting salary)
• Experience in financial services
• Experience in sales, cross-selling, upselling or referring products
• Experience working in an inbound or outbound contact center (phone, chat and or video)
• Experience working as a Personal Banker managing high client volume
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