Call Center Telephone Banker- Rio Rancho, NM
Job Description
Position Overview
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to our values – embracing diversity and inclusion, supporting our teammates’ wellness, recognizing performance, and making an impact in the communities we serve.
In this role, you will connect clients with the breadth of solutions the bank offers to help achieve their financial goals. You will balance service requests with sales opportunities, provide subject matter expertise on financial solutions, ask probing questions to understand clients’ life and financial goals, and pair new solutions and services to meet their needs.
Training/Start Date:Monday July 7, 2025
Training Schedule:Monday-Friday 9:00am-5:30pm
Minimum Education Requirement:High School Diploma / GED / Secondary School or equivalent
Shift:1st shift (United States of America)
Hours Per Week:40
Key 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, CDs, 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.
Required Qualifications
- Displays passion, commitment, and drive to deliver an experience that improves our clients’ financial lives.
- Ability to engage with clients, understand their needs, and actively share options in plain language while building rapport and showing empathy.
- Curious with a growth mindset and comfortable receiving continuous performance feedback and coaching.
- Enjoys ongoing change and learning new technology/processes.
- Intermediate level of proficiency with computers.
Preferred Qualifications
- Call Center experience in sales.
- 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.