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9B
94-1687665 Bank of America, National Association
Bilingual Spanish - Telephone Banker - East Providence, RI
Career Insights for Financial Services Representative
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Based on California data
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What they do
A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.
$78,186 / year median in California
-6% projected decline
Job Description
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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths- whether shaped by military service, community college education, or a wide range of work and life experiences.
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 toolsRequired Qualifications:
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 an intermediate level of proficiency with computers Self-motivated with excellent organizational skills Strong decision-making and problem-solving skillsBilingual Spanish Desired Qualifications:
Experience in the banking/financial industry Experience working in a call center Experience in telephone salesSkills:
Attention toDetail 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 Schedules:
Tuesday- Saturday 7:55 a
- 4:55pm Monday
- Thursday
- 7:55 am
- 6:55 pm Tuesday
- Friday 9 am
- 7 pm & Saturday 9 am
- 1 pm
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalentShift:
1st shift (United States of America)Hours Per Week:
40 Pay Transparency details US- RI•Riverside•3400 Pawtucket Ave•East Providence Call Center (RI1530) Pay and benefits information Pay range $25.
- $31.