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. 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!
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:
Skills:
Desired Qualifications:
• Experience in the banking/financial industry.
• Experience working in a call center.
• Experience in customer service (service to sales)
• Experience in retail sales.
Required Qualifications:
• Displays passion, commitment, and drive to deliver an experience that improves our clients’ financial lives.
• Commitment to teamwork and the flexibility to work the schedule, including weekends and holidays.
• Ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections.
• Comfortable receiving ongoing performance feedback and coaching.
• Comfortable with ongoing change and learning new technology/processes.
• Minimum of at least an intermediate level of proficiency with computers.
• Self-motivated with excellent organizational skills.
• Strong decision-making and problem-solving skills.
Upselling and Cross selling experience.
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)Hours Per Week:
40Learn more about this role
[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.
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MAP-6090672 Exp-05/14/25
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