Job Description

This role involves connecting clients with the broad range of financial solutions that Bank of America offers to help them achieve their financial goals. Advanced Client Solutions Specialists balance service requests with sales opportunities, acting as experts on financial solutions. They engage with clients to understand their life and financial goals, pairing appropriate solutions and services to meet those needs.

Key Responsibilities:

• Build and deepen client relationships by identifying financial needs and recommending suitable products, services, and solutions.
• Respond to customer inquiries and concerns, providing customized solutions.
• Sell and fulfill banking products such as checking and savings accounts, credit cards, Certificates of Deposit (CDs), Individual Retirement Accounts (IRAs), and loans.
• Identify client needs for specialized sales functions and refer to partners (Merrill, Lending, & Small Business).
• Quote rates, terms, and programs for banking solutions.
• Manage risk in every business, product, and service transaction by leveraging available tools.

Qualifications

Required Skills:

• Passion, commitment, and drive to deliver experiences that enhance clients' financial lives.
• Ability to engage with clients, understand their needs, and actively share options using plain language, building rapport, and showing empathy.
• Curiosity, a growth mindset, and comfort with receiving ongoing performance feedback and coaching.
• Enjoyment of ongoing change and learning new technology/processes.
• Intermediate proficiency with computers.

Desired 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, or video).
• Experience working as a Personal Banker managing high client volume.

Additional Information:

• Start Date: October 7, 2024
• Training: 1st Shift
• Available Shifts After Training: 1st and 2nd Shifts

Additional Information

All your information will be kept confidential according to EEO guidelines.