Call Center Banker - Phoenix, AZ

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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 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

• Has a commitment to teamwork and the flexibility to work the schedule, including weekends and holidays

• Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections

• Is comfortable receiving ongoing performance feedback and coaching

• Is comfortable with ongoing change and learning new technology/processes

• Has at least an intermediate level of proficiency with computers

• Is self-motivated with excellent organizational skills

• Has strong decision-making and problem-solving skills

Desired Qualifications:

• Experience in the banking/financial industry

• Experience working in a call center

• Experience in telephone 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

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

Shift:
1st shift (United States of America)

Hours Per Week:
40

Learn more about this role

Transcript

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[Music in background throughout]

At Bank of America, I get to help our valued clients every day.

On screen copy:

Advanced Client Solutions Specialist

[Employee wearing headset speaking with clients over the phone.]

My role in Advanced Client Solutions is to talk to a wide range of clients and answer any questions they may have, providing solutions to help strengthen their relationships with Bank of America.

Advanced Client Solutions is a fast-paced environment that requires focus during each and every client interaction, whether it is over the phone or through a chat online.

Besides a few short breaks and my lunch, I am always at my desk interacting with clients. Being there for our clients is our number one priority. Sometimes that means working weekends or holidays. But when I leave for the day, I never have to take work home with me.

On screen copy:

Competitive Benefits

• Paid Time Off

• Tuition Reimbursement

• 401(k)

• Health, Dental & Vision

• Career Planning

• Child Care Reimbursement for Income-Eligible Employees

We have really great benefits here, including tuition reimbursement and childcare reimbursement, plus generous paid time off.

On screen copy:

Adapt to meet the needs of each client

Of course, some days can be challenging. You have to be able to adapt your approach to meet the needs of each client while still ensuring rules and regulations are properly covered.

You also have to be willing to work hard, multitask and maintain a good attitude.

On screen copy:

Cutting-edge technology

We use cutting-edge technology to keep up with the demands of our clients. This requires being able to use several operating systems, sometimes all at once.

It can be tough at first, but everyone is really supportive and willing to help.

And once you get the hang of things, there is so much opportunity for career growth here.

I was set up for success from day one with the onboarding and training I received through Bank of America's award-winning Academy.

[Employees sitting in a classroom listening to the instructor.]

On screen copy:

Trained by the award-winning Academy at Bank of America

On screen copy:

The Academy at Bank of America

Personalized Coaching

Hands-On Practice

The personalized coaching and hands-on practice really helped me learn fast.

And even though my training is over, I'm supported by The Academy to develop the skills I need to thrive in this role and reach my long-term goals at Bank of America.

On screen copy:

Everyone is welcome

Bank of America embraces and appreciates employees of all backgrounds. Everyone is welcome here.

[Employee and manager speaking together at a work station.]

With so many career opportunities all over the world, Bank of America offers nearly endless room for career growth, and it's great to know I have a manager who cares about helping me reach my goals. And that's what makes it so easy to help others on the phone every day, knowing that my company is also here to help me.

We all have goals. Pursue yours at Bank of America.

On screen copy:

Bank of America ® logo

Learn more: bankofamerica.com/Careers

On screen disclosures:

Bank of America and its affiliates recruit and hire qualified candidates without regard to race, religion, color, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, protected veteran or disability, or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concepts of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. We also prohibit discrimination on other bases such as ancestry, medical condition, or marital status under applicable laws. Candidates must possess authorization to work in the United States, as it is not the practice of Bank of America to sponsor individuals for work visas.

Bank of America, N.A. Member FDIC. ©2023 Bank of America Corporation.

[End of transcript]

MAP-6090672 Exp-05/14/25