Banking Specialist

vor 15 Stunden


Braunschweig, Niedersachsen, Deutschland Bank of America Vollzeit

Role Overview

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/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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