Bank Of America Telephone Banker Associate 

United States, Texas, Fort Worth 

79375406

This job is responsible for connecting clients with the breadth of solutions that the bank offers to help achieve financial goals. Key responsibilities include balancing service requests and sales opportunities, providing subject matter expertise on financial solutions, asking clients probing questions to understand life and financial goals, and pairing new solutions and services to meet client needs.

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
• Sales and fulfills banking products including credit cards checking and savings accounts,, Certificate of Deposits (CDs), Individual Retirement Accounts (IRAs), and loans.
• Identifies client needs for licensed sales functions, making referrals to Line of Business partners
• Quotes rates, terms, and programs for banking solutions
• Manages risk in every business, product, and service transaction leveraging available tools
• This is an in-office workspace role.

Skills:

• Attention to Detail
• Client Solutions Advisory
• Customer and Client Focus
• Interpret Relevant Laws, Rules, and Regulations
• Adaptability
• Client Experience Branding
• Customer Service Management
• Issue Management
• Problem Solving
• Active Listening
• Business Development
• Consulting
• Referral Identification
• Research

Required Qualifications:

• Displays passion, commitment, and drive to deliver an experience that improves our clients’ financial lives.
• Ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections, upselling and cross-selling.
• Commitment to teamwork and the flexibility to work the schedule, including weekends and holidays.
• Comfortable receiving ongoing performance feedback and coaching.
• Comfortable with ongoing change and learning newtechnology/processes.
• Minimum of at least an intermediate level of proficiency with computers.
• Self-motivated with excellent organizational skills.
• Strong decision-making and problem-solving skills.

Desired Qualifications:

• Experience in the banking/financial industry.
• Experience working in a call center.
• Experience in retail sales.
• Experienceupselling/cross-sellingover the phone

Shifts:

• Monday thru Thursday 8:00am-5:00pm and Saturday 9:00am-6:00pm (off Friday and Sunday)
• Monday, Tuesday, Wednesday 9:00am-8:00pm Saturday 8:00am-7:00pm (4x10)

• Tuesday thru Saturday 9:00am-6:00pm

• Monday - Friday - 11:00am-8:00pm

High School Diploma / GED / Secondary School or equivalent