Client Solutions Banker - Chat-Based Banking Expert

ghr; Chandler (AZ); On-site; USD 42,000 - 60,000; Full time

Job summary

Bank of America is seeking an engaged customer service professional to connect clients with banking products and financial solutions. You will balance service requests with sales opportunities and pair new services to meet client goals.

Role requires handling multiple chats in a fast-paced environment, strong written communication, and willingness to work a schedule that includes weekends/holidays. Onsite presence may be required to align with workplace policies.

Qualifications

• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Comfortable handling multiple simultaneous chat conversations in a fast-paced, high-volume environment.
• Strong written communication skills, including proper grammar, spelling, and professional tone
• Commitment to teamwork and the flexibility to work the schedule, including weekends and holidays
• Ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections
• Comfortable receiving ongoing performance feedback and coaching
• Comfortable with ongoing change and learning new technology/processes
• Minimum of an intermediate level of proficiency with computers
• Self-motivated with excellent organizational skills
• Strong decision-making and problem-solving skills

Responsibilities

• Builds and deepens client relationships by uncovering financial needs and recommending products and solutions.
• Responds to customer inquiries and concerns, creating customized solutions.
• Sells and fulfills banking products including checking and savings accounts, credit cards, CDs, IRAs, and loans.
• Identifies client needs for licensed sales functions, making referrals to Line of Business partners.
• Quotes rates, terms, and programs for banking solutions.
• Manages risk in every business, product, and service transaction leveraging available tools.

Skills

Client focus

Multitasking

Strong writing

Teamwork & flexibility

Needs assessment

Coachability

Adaptability

Computer literacy

Organizational skills

Decision making

Education

High School Diploma / GED

Job description

Bank of America is seeking an engaged customer service professional to connect clients with banking products and financial solutions. You will balance service requests with sales opportunities and pair new services to meet client goals.

Role requires handling multiple chats in a fast-paced environment, strong written communication, and willingness to work a schedule that includes weekends/holidays. Onsite presence may be required to align with workplace policies.