<h1>Call Center Telephone Banker-Sales</h1><h2>Bank of America</h2><h3>Lincoln, RI</h3><p>Job Details</p><p>Full-time</p><p>$24.00 - $32.27 an hour</p><p>8 hours ago</p><p>Qualifications</p><ul><li>Live chat</li><li>Financial sales</li><li>Management</li><li>Sales</li><li>Customer service</li><li>Upselling</li><li>Research</li><li>Mid-level</li><li>Cross sales</li><li>Business development</li><li>Financial services</li></ul><h5>Banking Full Job Description Job Description:</h5><p>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 a diverse and 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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!</p><h5>Job Description:</h5><p>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.</p><h5>Responsibilities:</h5><p>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</p><h5>Skills:</h5><ul><li>Attention to Detail</li><li>Client Solutions Advisory</li><li>Customer and Client Focus</li><li>Interpret Relevant Laws, Rules, and Regulations</li><li>Adaptability</li><li>Client Experience Branding</li><li>Customer Service Management</li><li>Issue Management</li><li>Problem Solving</li><li>Active Listening</li><li>Business Development Consulting</li><li>Referral Identification</li><li>Research</li></ul><p>Required skills: 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</p><p>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</p><h5>Training/Start Date:</h5><p>7/7/2025</p><h5>Training Schedule:</h5><p>Monday-Friday 9:00am-5:30pm</p><h5>Shift:</h5><p>2nd shift (United States of America)</p><h5>Hours Per Week:</h5><p>40</p>

Bank of America

Call Center Telephone Banker-Sales Bank of America - 3.8 Lincoln, RI Job Details Full-time $24.00 - $32.27 an hour 8 hours ago Qualifications Live chat Financial sales Management Sales Customer service Upselling Research Mid-level Cross sales Business development Financial services <h5>Banking Full Job Description Job Description:</h5> 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 a diverse and 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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! <h5>Job Description:</h5> 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. <h5>Responsibilities:</h5> 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 <h5>Skills:</h5> 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 Required skills: 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 <h5>Training/Start Date:</h5> 7/7/2025 <h5>Training Schedule:</h5> Monday-Friday 9:00am-5:30pm <h5>Shift:</h5> 2nd shift (United States of America) <h5>Hours Per Week:</h5> 40