Customer Service Representative

5 days ago


Jacksonville, Florida, United States Bank of America Full time
Job Description

Job Title: Call Center Banker

Job Summary:

We are seeking a highly motivated and customer-focused individual to join our team as a Call Center Banker. As a key member of our banking team, you will be responsible for connecting clients with the breadth of solutions that Bank of America offers to help achieve their financial goals.

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, including checking and savings accounts, credit cards, Certificate of Deposits (CDs), Individual Retirement Accounts (IRAs), and loans
  • Identify client needs for licensed sales functions, making referrals to Line of Business partners
  • Quote rates, terms, and programs for banking solutions
  • Manage risk in every business, product, and service transaction leveraging available tools

Requirements:

  • 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

Preferred Qualifications:

  • Experience in the banking/financial industry
  • Experience working in a call center
  • Experience in telephone sales

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

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

Shift: 2nd shift (United States of America)

Hours Per Week: 40



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