Phone Banking & Solutions Specialist

FailSafe Communications; Fort Worth (TX); On-site; USD 38,000 - 60,000; Full time

Job summary

Bank of America is hiring for a role focused on connecting clients with a broad range of banking solutions to achieve their financial goals. The position emphasizes building relationships, uncovering needs, and recommending the best products and services.

You will handle inquiries, quote terms, and drive licensed sales while maintaining risk controls. The role requires strong communication, adaptability, and a high level of customer service, with a schedule that may include weekends and

Qualifications

• Minimum education: High School Diploma or GED.
• Seasoned with strong computer skills and ability to learn new systems.
• Excellent communication and relationship-building skills.
• Willingness to work weekends and holidays as needed.

Responsibilities

• Build and deepen client relationships by identifying financial needs and recommending products and solutions.
• Respond to inquiries and concerns with customized banking solutions.
• Sell and fulfill banking products including checking, savings, CDs, IRAs, and loans.
• Identify needs for licensed sales 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 Regulations

Adaptability

Client Experience

Customer Service

Issue Management

Problem Solving

Active Listening

Business Development

Consulting

Referral Identification

Research

Education

High School Diploma or GED

Job description

Bank of America is hiring for a role focused on connecting clients with a broad range of banking solutions to achieve their financial goals. The position emphasizes building relationships, uncovering needs, and recommending the best products and services.

You will handle inquiries, quote terms, and drive licensed sales while maintaining risk controls. The role requires strong communication, adaptability, and a high level of customer service, with a schedule that may include weekends and