Banking Client Solutions Advisor

Bank of America; East Providence (RI); On-site; USD 34,000 - 40,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Industry-leading benefits

Job summary

Bank of America in East Providence, RI is seeking a Customer Solutions Advisor to connect clients with the bank's breadth of solutions, balancing service requests with sales opportunities and advising on products to meet life and financial goals.

The role requires building relationships, answering inquiries, and presenting options in plain language. Schedule is Tue–Sat, 12:00 pm–9:00 pm, 40 hours weekly, 2nd shift, in-office Riverside call center with benefits eligible.

Qualifications

• Experience in banking/financial industry.
• Experience in call center.
• Experience in telephone sales.

Responsibilities

• Build and deepen client relationships by uncovering needs and recommending products, services, and solutions.
• Respond to customer inquiries and concerns with customized solutions.
• Sell and fulfill banking products including checking/savings accounts, credit cards, CDs, IRAs, and loans.
• Identify client needs for licensed sales functions and refer to Line of Business partners.
• Quote rates, terms, and programs for banking solutions.
• Manage risk in every business, product, and service transaction.

Skills

Attention to Detail

Client Solutions Advisory

Customer Focus

Problem Solving

Active Listening

Business Development

Consulting

Research

Education

High School Diploma

Job description

Bank of America in East Providence, RI is seeking a Customer Solutions Advisor to connect clients with the bank's breadth of solutions, balancing service requests with sales opportunities and advising on products to meet life and financial goals.

The role requires building relationships, answering inquiries, and presenting options in plain language. Schedule is Tue–Sat, 12:00 pm–9:00 pm, 40 hours weekly, 2nd shift, in-office Riverside call center with benefits eligible.