Call Center Telephone Banker- Lincoln, RI

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. 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:

• 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

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

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

Training/Start Date: Monday May 5, 2025

Training Schedule: Monday-Friday 9:00am-5:30pm

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

Shift:

2nd shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, 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. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "Know your Rights" poster, CLICK HERE (https://u.go/0As7EN) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.