Call Center Banker- Specialist -1st and 2nd Shift

TN United Kingdom; Lincoln; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a Call Center Banker to connect clients with tailored financial solutions. This role emphasizes building strong relationships and understanding client needs, with opportunities to sell banking products and services. Join a diverse and inclusive workplace that values your contributions and offers flexibility. The company invests in your growth and development, ensuring you have the tools to succeed in a dynamic environment. If you are passionate about helping others achieve their financial goals, this position is perfect for you!

Qualifications

• Passion for improving clients' financial lives.
• Ability to engage and understand client needs empathetically.

Responsibilities

• Build and deepen client relationships by uncovering financial needs.
• Respond to customer inquiries with customized solutions.
• Sell and fulfill banking products and services.

Skills

Relationship building

Consumer products and solutions

Telephone sales

Referral sales

Client conversation transitioning

Customer focus and service

Building rapport and trust

Active listening and problem solving

Multitasking and oral communication

Job description

Call Center Banker - Specialist - 1st and 2nd Shift, Lincoln

Client:

Bank of America

Location:

Lincoln, United Kingdom

Job Category:

Finance

EU work permit required:

Yes

Job Reference:

6c3123867a9f

Job Views:

5

Posted:

05.05.2025

Expiry Date:

19.06.2025

Job Description:

Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

This role is responsible for connecting clients with the solutions that Bank of America offers to help achieve their financial goals. Advanced Client Solutions Specialists balance service requests and sales opportunities, are experts on financial solutions, probe to understand life and financial goals, and pair new solutions and services to meet client needs.

Responsibilities include:

• Building and deepening client relationships by uncovering financial needs and recommending suitable products, services, and solutions.
• Responding to customer inquiries and concerns with customized solutions.
• Selling and fulfilling banking products (checking & savings accounts, credit cards, CDs, IRAs, loans).
• Identifying client needs for licensed sales functions and referring to partners (Merrill, Lending, & Small Business).
• Quoting rates, terms, and programs for banking solutions.
• Managing risk in all transactions using available tools.

Skills Used in this Role:

• Relationship building
• Consumer products and solutions
• Telephone sales
• Referral sales
• Client conversation transitioning
• Customer focus and service
• Building rapport and trust
• Active listening and problem solving
• Multitasking and oral communication

Required Skills:

• Passion, commitment, and drive to improve clients’ financial lives
• Ability to engage with clients, understand needs, and share options clearly and empathetically
• Curiosity, growth mindset, and receptiveness to feedback and coaching
• Comfort with ongoing change and learning new technology/processes
• Intermediate computer proficiency

Desired Skills (may lead to higher salary):

• Experience in financial services
• Experience in sales, cross-selling, upselling, or product referral
• Experience in inbound/outbound contact centers (phone, chat, video)
• Experience as a Personal Banker managing high client volume

Training/Start Date: Monday, October 7, 2024

Training Schedule: Mon-Fri 9:00am-5:30pm EST

Shift: 1st and 2nd shifts available, closed on Sundays

Hours Per Week: 40