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Telephone Banking Specialist (1st and 2nd Shift Available)

Lincoln, Rhode Island

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 in a virtual environment. 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 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 (that may result in a higher than average starting salary)
• 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

Start Date: 12/04/2023

Training Schedule: Mon-Fri 9:00am-5:30pm EST

1st and 2nd shift available-closed on Sundays


1st 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:

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

Rhode Island pay and benefits information

Rhode Island pay range:

$ 23.00 - $ 25.00 hourly pay, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employees performance against defined metrics.


This role is currently benefits eligible. We provide industry-leading benefits, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Street Address

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