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 needsResponds to customer inquiries and concerns, creating customized solutionsSells and fulfills banking products including checking and savings accounts, credit cards, Certificate of Deposits (CDs), Individual Retirement Accounts (IRAs), and loansIdentifies client needs for licensed sales functions, making referrals to Line of Business partnersQuotes rates, terms, and programs for banking solutionsManages 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 livesCommitment to teamwork and the flexibility to work the schedule, including weekends and holidaysAbility to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objectionsComfortable receiving ongoing performance feedback and coachingComfortable with ongoing change and learning new technology/processesMinimum of an intermediate level of proficiency with computersSelf-motivated with excellent organizational skillsStrong decision-making and problem-solving skills

Desired Qualifications:

Experience in the banking/financial industryExperience working in a call centerExperience in telephone sales​

Skills:

Attention to DetailClient Solutions AdvisoryCustomer and Client FocusInterpret Relevant Laws, Rules, and RegulationsAdaptabilityClient Experience BrandingCustomer Service ManagementIssue ManagementProblem SolvingActive ListeningBusiness DevelopmentConsultingReferral IdentificationResearch

Training/Start Date: 9/8/2025

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

Shift:

1st shift (United States of America)

Hours Per Week: 

40