Job Description
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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We?re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an… impact, along with the power to make a difference. Join us! Job Description: This role is responsible for connecting clients with the breadth of solutions that Bank of America offers to help achieve their financial goals. Advanced Client Solutions Specialists balance service requests and sales opportunities, are experts on financial solutions, probe to understand life and financial goals, and pair new solutions and services to meet client needs. An Advanced Client Solutions Specialist (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 (examples: checking & savings accounts, credit cards, CDs, IRAs, loans) ? Identifies client needs for Specialist (licensed) sales functions and refer to partners (Merrill, Lending, & Small Business) ? 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 ? 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 Qualifications: ? 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 Skills Used in this Role: ? 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 Training/Start Date Monday May 6, 2024 Various 1st shift schedules available Shift: 1st shift (United States of America) Hours Per Week: 40 Privacy Statement: https://careers.bankofamerica.com/en-us/privacy-notice Cookies: Workday uses essential cookies only, to ensure the website works correctly. Please refer to the following policy for more information. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We?re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! 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. Diversity and Inclusion Each employee brings unique skills, background and opinions. We see diversity 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: http://careers.bankofamerica.com/global/pay-transparency.aspx