Telephone Banker - Call Center (ACS)

94-1687665 Bank of America, National Association; Chandler (AZ); On-site; USD 22,000 - 30,000; Full time

Job summary

Bank of America Corporation in Chandler, AZ is seeking a customer service and solutions advisor who connects clients with a breadth of banking products and services to help achieve financial goals. You will balance service requests with sales opportunities, provide subject-matter guidance, ask probing questions, and tailor financial solutions to client needs.

The role requires helping clients, responding to inquiries, quoting rates and programs, and partnering with Line of Business teams.

Qualifications

• Experience delivering financial guidance to clients is preferred.
• Ability to work the schedule including weekends and holidays.
• Strong communication and relationship-building skills.
• Comfort with ongoing learning of technology and processes.
• Proficiency with computers at an intermediate level.

Responsibilities

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

Skills

Client Solutions Advisory

Active Listening

Customer Service

Problem Solving

Attention to Detail

Communication

Education

High School Diploma / GED / Secondary School or equivalent

Job description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description

This job is responsible for connecting clients with the breadth of solutions that the bank offers to help achieve financial goals. Key responsibilities include balancing service requests and sales opportunities, providing subject matter expertise on financial solutions, asking clients probing questions to understand life and financial goals, and pairing new solutions and services to meet client needs.

• 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.

Required 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.

Desired Qualifications

• Experience in the banking/financial industry.
• Experience working in a call center.
• Experience in telephone sales.
• Experience in retail/hospitality sales.

Skills

• Attention to Detail.
• Client Solutions Advisory.
• Customer and Client Focus.
• Interpret Relevant Laws, Rules, and Regulations.
• Adaptability.
• Client Experience Branding.
• Customer Service Management.
• Issue Management.
• Problem Solving.
• Active Listening.
• Business Development.
• Consulting.
• Referral Identification.
• Research.

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent.

Shift: 1st shift (United States of America)

Hours Per Week: 40

Privacy Statement: https://careers.bankofamerica.com/en-us/privacy-notice

Partnering Locally

Learn about some of the ways Bank of America is making a difference in the communities we serve.

Global Impact

Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates.

Opportunity and Inclusion

Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success.

Our Values

Learn about our four values that represent what we believe.

Pay Transparency: https://careers.bankofamerica.com/en-us/pay-transparency