Advance Client Solutions Specialist
Company: Bank of America
Location: Jacksonville
Posted on: September 14, 2023
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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. Responsible Growth is how we run our company and
how we deliver for our clients, teammates, communities and
shareholders every day. One of the keys to driving Responsible
Growth is being a great place to work for our teammates around the
world. Were devoted to being a diverse and inclusive workplace for
everyone. We hire individuals with a broad range of backgrounds and
experiences and invest heavily in our teammates and their families
by offering competitive benefits to support their physical,
emotional, and financial well-being. Bank of America believes both
in the importance of working together and offering flexibility to
our employees. We use a multi-faceted approach for flexibility,
depending on the various roles in our organization. Working at Bank
of America will give you a great career with opportunities to
learn, grow and make an impact, along with the power to make a
difference. Join us! Job Description: 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. Advanced Client Solutions Specialists balance service
requests and sales opportunities, are experts on financial
solutions, probe to understand life and financial goals, and pair
new solutions and services to meet client needs. An Advanced Client
Solutions Specialist (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 (examples:
checking & savings accounts, credit cards, CDs, IRAs, loans)
Identifies client needs for Specialist (licensed) sales functions
and refer to partners (Merrill, Lending, & Small Business) Quotes
rates, terms and programs for banking solutions Manages risk in
every business, product and service transaction leveraging
available tools Required skills: Displays passion, commitment and
drive to deliver an experience that improves our clients financial
lives Has the ability to engage with clients and seek to understand
their needs while actively sharing options using plain language,
building rapport and showing empathy Is curious, has a growth
mindset and is comfortable receiving ongoing performance feedback
and coaching Enjoys ongoing change and learning new
technology/processes Has an intermediate level of proficiency with
computers Desired skills (that may result in a higher than average
starting salary) 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 Skills Used in this Role: Relationship building
Consumer products and solutions Telephone sales Referral Sales
Transitioning client conversations Customer focus Customer service
Building rapport Establishing Trust Active Listening Overcoming
objections Gaining agreement Multitasking Oral communication
Problem solving. Shift: 2nd shift (United States of America). Hours
Per Week: 40
Keywords: Bank of America, Jacksonville , Advance Client Solutions Specialist, Other , Jacksonville, Florida
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