Call Center Banker- Specialist -Spanish 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 financial solutions. This role is pivotal in helping clients achieve their financial goals through personalized service and tailored banking products. With a focus on relationship building and customer service, you'll engage empathetically with clients and respond to their inquiries effectively. Join a diverse and inclusive workplace that values your contributions and offers competitive benefits. If you have a passion for improving financial lives and thrive in a dynamic environment, this opportunity is perfect for you.

Qualifications

• Strong relationship-building and customer service skills are essential.
• Experience in financial services or contact centers is preferred.

Responsibilities

• Build and deepen client relationships by understanding their financial needs.
• Sell banking products and manage risk in transactions.

Skills

Relationship building

Customer service skills

Telephone sales

Active listening

Multitasking

Intermediate computer proficiency

Empathy

Growth mindset

Job description

Job Title: Call Center Banker - Specialist - Spanish (1st and 2nd Shift), Lincoln

Client:

Bank of America

Location:

Lincoln, United Kingdom

Job Category:

Finance

EU work permit required:

Yes

Job Reference:

ab3b9f9680fc

Job Views:

5

Posted:

05.05.2025

Expiry Date:

19.06.2025

Job Description:

Overview: At Bank of America, we are committed to helping make financial lives better through every connection. We foster a diverse and inclusive workplace, investing in our teammates' well-being and offering competitive benefits.

Role Purpose: This role connects clients with Bank of America's solutions to help achieve their financial goals. Responsibilities include balancing service requests with sales opportunities, understanding client needs, and recommending suitable financial products and services.

Key Responsibilities:

• Build and deepen client relationships by understanding their financial needs
• Respond to inquiries with tailored solutions
• Sell banking products such as checking & savings accounts, credit cards, loans, etc.
• Identify client needs for licensed sales and refer to relevant partners
• Quote rates and terms for banking solutions
• Manage risk in transactions using available tools

Skills and Requirements:

• Relationship building and customer service skills
• Telephone sales and active listening
• Ability to multitask and handle objections
• Intermediate computer proficiency
• Passion for improving clients' financial lives
• Ability to engage empathetically with clients
• Growth mindset and openness to feedback
• Comfort with change and learning new technology

Preferred Experience:

• Financial services background
• Sales, cross-selling, or upselling experience
• Experience in contact centers or as a Personal Banker

Training and Schedule:

• Start Date: Monday, October 7, 2024
• Schedule: Mon-Fri, 9:00am-5:30pm EST
• Shift: 1st and 2nd shifts available (closed on Sundays)
• Hours per week: 40