Client Solutions Banker — 2nd Shift

FailSafe Communications

Rhode Island

On-site

USD 34,000 - 40,000

Full time

9 days ago

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Benefits offered by this job

Industry-leading benefits
Paid time off
401(k) matching

Job summary

Bank of America in Rhode Island is hiring for a customer-facing role in the Riverside call center. The position focuses on connecting clients with a broad range of banking solutions to meet their financial goals, balancing service requests with sales opportunities, and delivering excellent client experiences.

You will ask probing questions to understand life and financial goals, pair solutions to client needs, and contribute to a collaborative, in-office culture with flexible scheduling where

Qualifications

  • Passion and drive to deliver an improved financial experience.
  • Teamwork mindset and flexible weekend/holiday availability.
  • Ability to engage clients, understand needs, and present options clearly.
  • Comfort with feedback and coaching.
  • Proficient with computers at an intermediate level.
  • Self-motivated with strong organizational skills.
  • Strong decision-making and problem-solving abilities.

Responsibilities

  • Build and deepen client relationships by understanding financial needs and offering solutions.
  • Respond to inquiries and concerns with customized banking solutions.
  • Promote and sell banking products including accounts, CDs, and loans.
  • Identify opportunities for licensed sales referrals to partners.
  • Maintain risk controls and ensure compliant service transactions.
  • Quote rates and terms, and advise on program options.

Skills

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

Education

High School Diploma / GED

Tools

CRM software

Job description

Bank of America in Rhode Island is hiring for a customer-facing role in the Riverside call center. The position focuses on connecting clients with a broad range of banking solutions to meet their financial goals, balancing service requests with sales opportunities, and delivering excellent client experiences.

You will ask probing questions to understand life and financial goals, pair solutions to client needs, and contribute to a collaborative, in-office culture with flexible scheduling where

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