Phone Banking Solutions Advisor

Dr. Mylissa's Medical Boutique; Fort Worth, Northern (TX, KY); Hybrid; USD 42,000 - 56,000; Full time

Job summary

Bank of America is looking for a client-focused service and sales professional to connect clients with a broad range of financial solutions. You will balance service requests with sales opportunities, ask questions to understand life and financial goals, and pair new solutions to meet client needs.

You will build relationships, respond to inquiries, quote terms, and support licensed sales referrals while managing risk across transactions.

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, 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

• Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs.
• Responds to customer inquiries and concerns, creating customized solutions.
• Sells and fulfills banking products including checking and savings accounts, credit cards, Certificate of Deposits (CDs), Individual Retirement Accounts (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

Active Listening

Problem Solving

Customer Focus

Communication

Sales Counseling

Relationship Building

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is looking for a client-focused service and sales professional to connect clients with a broad range of financial solutions. You will balance service requests with sales opportunities, ask questions to understand life and financial goals, and pair new solutions to meet client needs.

You will build relationships, respond to inquiries, quote terms, and support licensed sales referrals while managing risk across transactions.