Financial Solutions Advisor - Banking (Call Center)

NBMBAA; Rhode Island; On-site; USD 34,000 - 40,000; Full time

Benefits offered by this job

Benefits

Paid time off

Competitive pay

Job summary

Bank of America in Rhode Island seeks a client-focused professional to connect clients with a wide range of financial solutions. The role balances service requests with sales opportunities, requiring strong question-asking to understand life and financial goals and pairing suitable solutions.

The position supports in-office work with a structured schedule, including weekends and holidays. It offers base pay with benefits and opportunities to grow within a collaborative team.

Qualifications

• Experience in the banking/financial industry
• Call center experience preferred
• Telephone sales experience beneficial

Responsibilities

• Build and deepen client relationships by uncovering financial needs and recommending products and solutions
• Respond to client inquiries with customized banking solutions
• Sell and fulfill banking products including checking/savings accounts, 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 transaction using available tools

Skills

Attention to detail

Client solutions advisory

Customer focus

Interpret laws and regulations

Adaptability

Customer service management

Problem solving

Active listening

Business development

Consulting

Research

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Rhode Island seeks a client-focused professional to connect clients with a wide range of financial solutions. The role balances service requests with sales opportunities, requiring strong question-asking to understand life and financial goals and pairing suitable solutions.

The position supports in-office work with a structured schedule, including weekends and holidays. It offers base pay with benefits and opportunities to grow within a collaborative team.