Client Solutions Pro - Banking & Financial Guidance

Dr. Mylissa's Medical Boutique; Northern (KY); Hybrid; USD 34,000 - 43,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Job summary

Bank of America in the United States seeks a client-focused associate in a call-center environment to connect clients with a breadth of financial solutions. The role balances service requests and sales opportunities, asking questions to understand life and financial goals and pairing solutions to meet client needs.

Responsibilities include selling and fulfilling banking products, maintaining relationships, and referring with partners, while working a schedule that may include weekends and

Qualifications

• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
• 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.

Responsibilities

• Builds and deepens client relationships by uncovering financial needs and recommending products and services.
• Responds to customer inquiries with customized solutions.
• Sells and fulfills banking products including checking/savings accounts, CDs, IRAs, and loans.
• Identifies client needs for licensed sales functions and refers to Line of Business partners.
• Quotes rates, terms, and programs for banking solutions.
• Manages risk in every transaction leveraging available tools.

Skills

Attention to Detail

Client Solutions Advisory

Customer Service

Active Listening

Problem Solving

Communication

Relationship Building

Education

High School Diploma / GED

Job description

Bank of America in the United States seeks a client-focused associate in a call-center environment to connect clients with a breadth of financial solutions. The role balances service requests and sales opportunities, asking questions to understand life and financial goals and pairing solutions to meet client needs.

Responsibilities include selling and fulfilling banking products, maintaining relationships, and referring with partners, while working a schedule that may include weekends and