Strategic Banking Solutions Advisor

Bank of America; Barrington (RI); On-site; USD 34,000 - 40,000; Full time

Benefits offered by this job

Benefits eligible

40 hours per week

Job summary

Bank of America in Rhode Island is seeking a customer service and sales specialist to connect clients with banking solutions and help them achieve their financial goals. You will balance service requests with sales opportunities and provide subject matter expertise on financial products.

Responsibilities include identifying client needs, offering tailored banking solutions, and guiding customers through accounts, cards, CDs, IRAs, and loans while maintaining strong risk controls and compliance.

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

• Builds and deepens client relationships by uncovering financial needs and recommending best products, services, and solutions
• Responds to customer inquiries and concerns, creating customized solutions
• Sells and fulfills banking products including checking and savings accounts, credit cards, CDs, 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

Attention to Detail

Client Solutions Advisory

Customer and Client Focus

Interpret Relevant Laws, Rules, andReg

Adaptability

Customer Service Management

Problem Solving

Active Listening

Business Development

Consulting

Referral Identification

Research

Education

High School Diploma or equivalent

Job description

Bank of America in Rhode Island is seeking a customer service and sales specialist to connect clients with banking solutions and help them achieve their financial goals. You will balance service requests with sales opportunities and provide subject matter expertise on financial products.

Responsibilities include identifying client needs, offering tailored banking solutions, and guiding customers through accounts, cards, CDs, IRAs, and loans while maintaining strong risk controls and compliance.