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Inbound Sales Specialist

Lincoln, Rhode Island

Job Description:

At Bank of America, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Every day we provide unmatched convenience by serving approximately 66 million consumer and small business clients. At Bank of America, we strive to be a bank for everyone. Like the people we serve, we come from every walk of life. We are proud of our inclusive culture because when you create a workplace where all employees can thrive, everyone benefits.
As part of the Bank of America team, Advanced Client Solutions Specialists listen to our clients to understand which products and services are best suited for their unique needs while providing an exceptional client experience. Make a difference where it counts by joining our team at Bank of America. We’re seeking skilled sales professionals who can advise and advocate for our client’s most important financial needs. Specialists are sales professionals who work in a call center and understand that being there for our clients is our number one priority.  What would you like the power to do?

As an Advanced Client Solutions Specialist, you can look forward to

• Working in a fast-paced, changing environment that requires accuracy, multi-tasking and communicating in an efficient manner.
• Working in a collaborative environment with a team of professional sales specialists and managers in a call center.
• Communicating with clients throughout the entire shift with structured breaks.
• Navigating multiple computer systems while interacting with the client.
• Listening to, understanding and providing needs-based sales solutions for our clients.
• Incentive opportunities for meeting and/or exceeding critical performance standards.
• Opportunity for advancement with structured career development paths.
• World-class suite of benefits including tuition and child care reimbursement and employee discount programs.

We’ll help you

• Get training and on-the-job support from managers who are invested in your success. You’ll receive in-depth classroom training, including side-by-side live call handling and continued on-the-job training and coaching.
• Learn about core banking products and services we provide through Bank of America. Understand which products/services will work best for the client throughout the relationship and how to uncover their needs using best in class tools and resources.
• Provide education to clients. Inform and educate clients on products that are available and will benefit them to meet their needs.

You’re a person who (required skills)

• 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 a minimum of two years of sales experience with cross-selling, upselling or referring products
• 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

You’ll be better prepared if you have (desired skills)

• Experience in the banking/financial industry
• Experience working in a call center
• Experience in telephone sales

Experience with multi-solution customer offerings and bundling services

• Experience working as a Personal Banker managing high client volume

We’re a culture that

• Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.
• Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.
• Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
• Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.
• Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.

Required to work from the primary work location listed when not in remote operating stance.

Initially you may be required to work from home and/or remotely in this role:

  • Internet Service Provider at home (no public WiFi or Internet)(high speed internet access and a secure or password-protected internet connection)
  • Sufficient room to set up a laptop, monitor, keyboard and mouse
  • Comfortable space to work for a full shift
  • Quiet, private and SECURE space in which to work

Mandatory training: June 7, 2021- August 31, 2021; Monday-Friday 9:00am-5:30pm EST

Various schedules available to follow training (includes shift differential):

  • Tuesday-Saturday 12:30pm-9:30pm
  • Sunday-Thursday 12:30pm-9:30pm
  • Monday-Friday 1:00pm-9:30pm
  • Monday-Friday 12:00pm-9:00pm
  • Tuesday-Friday 12:30pm-9:30pm, Saturday 9:00am-6:00pm
  • Tuesday-Friday 1:00pm-10:00pm, Saturday 9:00am-6:00pm


2nd shift (United States of America)

Hours Per Week: 


Learn more about this role

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

On screen copy:
Advanced Client Solutions Specialist

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.

On screen copy:
Being there for our clients is our number 1 priority

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.

On screen copy:
Opportunity for career growth

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

On screen copy:
Trained by the award-winning Academy and Bank of America

The Academy at Bank of America
(Dedicated Support Icon)
(Dedicated Training Time Icon)

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

On screen copy:
Manager who cares about helping me reach my goals

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.

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

On screen copy:
Learn more: bankofamerica.com/Careers

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws.
Bank of America, N.A. Member FDIC. ©2019 Bank of America Corporation.

Full time


Manages People: No

Travel: No


Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
670 GEORGE WASHINGTON HWY, RI, Lincoln, 02865