Banking Client Solutions Advisor (Call Center)

Bank of America

East Providence (RI)

On-site

USD 71,635,000 - 83,097,000

Full time

7 days ago
Be an early applicant

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Benefits offered by this job

Industry-leading benefits
Paid time off
Flexible work schedule

Job summary

Bank of America in Rhode Island is seeking a client-focused professional to connect clients with the bank's broad solutions. You will balance service requests with sales opportunities and help clients achieve their financial goals.

Responsibilities include deepening client relationships, responding to inquiries with customized solutions, selling accounts and loans, and guiding clients through licensed products while managing risk.

Qualifications

  • Passion and commitment to delivering an experience that improves clients' financial lives.
  • Teamwork and flexibility to work the schedule, including weekends and holidays.
  • Ability to engage with clients and explain options clearly while building rapport.

Responsibilities

  • Build and deepen client relationships by uncovering needs and recommending best products and solutions.
  • Respond to inquiries with customized solutions for client concerns.
  • Sell and fulfill banking products including checking/savings, CDs, IRAs, loans and credit cards.

Skills

Attention to Detail
Client Solutions Advisory
Customer Service
Active Listening
Problem Solving
Communication
Time Management

Education

High School Diploma or GED

Tools

Computers

Job description

Bank of America in Rhode Island is seeking a client-focused professional to connect clients with the bank's broad solutions. You will balance service requests with sales opportunities and help clients achieve their financial goals.

Responsibilities include deepening client relationships, responding to inquiries with customized solutions, selling accounts and loans, and guiding clients through licensed products while managing risk.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Financial Solutions Advisor - Banking (Call Center)
Financial Solutions Advisor - Banking (Call Center)

NBMBAA • Rhode Island

On-site
USD 34,000 - 40,000
Benefits
Paid time off
Competitive pay
Strategic Banking Solutions Advisor
Strategic Banking Solutions Advisor

Bank of America • Barrington (RI)

On-site
USD 34,000 - 40,000
Benefits eligible
40 hours per week
Banking Client Solutions Advisor
Banking Client Solutions Advisor

Bank of America • East Providence (RI)

On-site
USD 34,000 - 40,000
Benefits eligible
Paid time off
Industry-leading benefits
Client Solutions Banker — 2nd Shift
Client Solutions Banker — 2nd Shift

FailSafe Communications • Rhode Island

On-site
USD 34,000 - 40,000
Industry-leading benefits
Paid time off
401(k) matching
Financial Services Trainee — Client Solutions & Licensing
Financial Services Trainee — Client Solutions & Licensing

Bank of America • Lincoln (RI)

On-site
USD 40,000 - 60,000
Inbound Banking Advisor - Help Clients Thrive
Inbound Banking Advisor - Help Clients Thrive

Associate Staffing • East Providence (RI)

On-site
USD 36,000 - 39,000
Client Solutions Advisor - Banking & Lending
Client Solutions Advisor - Banking & Lending

Bank of America • Merced (CA)

On-site
USD 36,000 - 48,000
Benefits eligible
Providence Relationship Banker - In-Office Client Advisor
Providence Relationship Banker - In-Office Client Advisor

Bank of America • Town of Providence (NY)

On-site
USD 52,000 - 56,000
Benefits eligible
Client Banking Solutions Advisor
Client Banking Solutions Advisor

GHR Healthcare • Newport Beach (CA)

On-site
USD 36,000 - 47,000
Benefits eligible
Business Banking Solutions Advisor
Business Banking Solutions Advisor

Bank of America • Florida

On-site
USD 65,000 - 90,000