Phone Banking Advisor - Financial Solutions Expert

Bank of America; California; On-site; USD 34,000 - 40,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

Bank of America is seeking a role in its in-house client solutions team. The role focuses on connecting clients with a broad range of banking solutions to meet financial goals, balancing service with sales opportunities, and providing subject-matter expertise on financial products.

Responsibilities include building relationships, answering inquiries, selling and fulfilling banking products, and guiding clients to the best options while managing risk and ensuring compliance.

Qualifications

• Requires high school diploma or equivalent.
• Experience in banking/financial services is preferred.
• Strong communication and problem-solving abilities needed.

Responsibilities

• Build and deepen client relationships by uncovering financial needs and recommending products and solutions.
• Respond to inquiries with customized banking solutions.
• Sell banking products including checking, savings accounts, CDs, IRAs and loans.
• Identify needs for licensed sales and refer to LOB partners.
• Quote rates, terms, and programs for solutions.
• Manage risk in transactions using available tools.

Skills

Attention to Detail

Client Solutions Advisory

Customer and Client Focus

Interpret Relevant Laws Rules and Regs

Adaptability

Client Experience

Branding

Customer Service Management

Issue Management

Problem Solving

Active Listening

Business Development

Consulting

Referral Identification

Research

Education

High School Diploma / GED

Job description

Bank of America is seeking a role in its in-house client solutions team. The role focuses on connecting clients with a broad range of banking solutions to meet financial goals, balancing service with sales opportunities, and providing subject-matter expertise on financial products.

Responsibilities include building relationships, answering inquiries, selling and fulfilling banking products, and guiding clients to the best options while managing risk and ensuring compliance.