Banking Specialist
vor 1 Monat
Job Summary
This role is responsible for connecting clients with the breadth of solutions that Bank of America offers to help achieve their financial goals in a virtual environment.
Key Responsibilities
- Work with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs
- Respond to customer inquiries and concerns, creating customized solutions
- Sell and fulfill banking products, such as checking and savings accounts, credit cards, CDs, IRAs, and loans
- Identify client needs for Specialist (licensed) sales functions and refer to partners (Merrill, Lending, and Small Business)
- Quote rates, terms, and programs for banking solutions
- Manage risk in every business, product, and service transaction leveraging available tools
Skills and Qualifications
- Relationship building
- Consumer products and solutions
- Telephone sales
- Referral sales
- Transitioning client conversations
- Customer focus
- Customer service
- Building rapport
- Establishing trust
- Active listening
- Overcoming objections
- Gaining agreement
- Multitasking
- Oral communication
- Problem solving
Requirements
- Displays passion, commitment, and drive to deliver an experience that improves our clients' financial lives
- Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport, and showing empathy
- Is curious, has a growth mindset, and is comfortable receiving ongoing performance feedback and coaching
- Enjoys ongoing change and learning new technology and processes
- Has an intermediate level of proficiency with computers
Desired Skills
- Experience in financial services
- Experience in sales, cross-selling, upselling, or referring products
- Experience working in an inbound or outbound contact center (phone, chat, and/or video)
- Experience working as a Personal Banker managing high client volume
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