Customer Service Representative
1 month ago
Job Title: Advanced Client Solutions Specialist
Location: Lincoln, RI
Job Type: Permanent
Shift: Various schedules available
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. As an Advanced Client Solutions Specialist, you will balance service requests and sales opportunities, be an expert on financial solutions, probe to understand life and financial goals, and pair new solutions and services to meet client needs.
Key Responsibilities:
- Work with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs
- Respond to customer inquiries and concerns, creating customized solutions
- Sell and fulfill banking products, such as checking and savings accounts, credit cards, CDs, IRAs, and loans
- Identify client needs for Specialist (licensed) sales functions and refer to partners (Merrill, Lending, and Small Business)
- Quote rates, terms, and programs for banking solutions
- Manage risk in every business, product, and service transaction leveraging available tools
About Scout Exchange: We are a company that values innovation and customer satisfaction. We are looking for talented individuals to join our team and help us deliver exceptional service to our clients.
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