Telephone Banker Specialist - Inbound Call Center - Phoenix or Chandler

USA Jobs; Phoenix (AZ); On-site; USD 40,000 - 50,000; Full time

Job summary

A leading financial institution is seeking a Telephone Banker Specialist to enhance client relationships and offer tailored banking solutions. This role requires a passion for service, teamwork, and the ability to communicate effectively. Candidates will engage with clients via an inbound call center, selling various banking products. A High School Diploma or equivalent is needed. This position will involve in-office attendance with flexible scheduling options.

Qualifications

• Displays passion, commitment, and drive to deliver an experience that improves clients' financial lives.
• Commitment to teamwork and flexibility to work the schedule, including weekends and holidays.
• Ability to engage with clients and understand their needs while building rapport.

Responsibilities

• Work with clients to build and deepen relationships by uncovering financial needs.
• Respond to customer inquiries, creating customized solutions.
• Sell banking products including checking and savings accounts, credit cards, and loans.

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

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Overview

Telephone Banker Specialist - Inbound Call Center

Phoenix or Chandler

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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates\' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Role Summary

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.

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

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 a plus.
• Experience working in a call center.
• Experience in telephone sales or retail 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

Education

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

Shifts

• Chandler, AZ :
• Monday, Tuesday, Friday 8:00am-7:00pm and Saturday 7:00am-6:00pm (4x10)
• Monday, Tuesday, Wednesday 8:00am-7:00pm and Saturday 7:00am-6:00PM (4x10)
• Monday thru Friday 10:00am-7:00pm
• Tuesday Thru Friday 10:00am -7:00pm Saturday 9:00am -6:00pm
• Phoenix, AZ :
• Tuesday thru Friday 9:15am-7:15pm and Saturday 9:00am-1:00pm
• Monday thru Friday 10:15am-7:15pm
• Monday, Tuesday, Friday, Saturday 8:15am-7:15pm

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial, and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank\'s required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.