Home
/
Customer Service
/
Call Center Inbound - Banking Specialists
Call Center Inbound - Banking Specialists-August 2024
Fort Worth
Aug 3, 2025
ABOUT MERRILL
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. We focus on helping all clients pursue the
10,000+ employees
Financial Services
VIEW COMPANY PROFILE >>
About Call Center Inbound - Banking Specialists

  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. We're 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:

  1st shift (United States of America)

  Hours Per Week:

  40

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Technology Specialist II, Customer Experience
At Qualtrics, we create software the world's best brands use to deliver exceptional frontline experiences, build high-performing teams, and design products people love. But we are more than a platfor
Customer Support Analyst Intern
Customer Support Analyst Intern Who is Equinix? Equinix is the world's digital infrastructure company, operating 240+ data centers across the globe and providing interconnections to all the key cloud
Senior Customer Support Specialist - Boston
About the Role The Community Operations organization at Uber is responsible for delivering world-class customer support to riders, drivers, eaters, and couriers. Within our Community Operations organ
2024 暑期实习 企业客户经理
2024 暑期实习企业客户经理 即使在数字领域具有开创性的产品也不能做到自我销售。在戴尔, 我们下定决心要为每一个客户及合作伙伴提供高品质的一流体验。这种体验首先从我们开创性的技术产品组合开始, 即客户端解决方案、高端电子设备、配件、移动产品、企业解决方案、服务和软件包。内部销售团队为我们的技术产品组合注入了活力。开发持久的关系、建立和谐的环境并依靠自身完美无瑕的交流技巧, 通过电话、Web和电
Technical Support Rep (Bilingual)
Bilingual Technical Support Representative, Legal Customer Technical Support Canada About the Role In this opportunity as a Bilingual Technical Support Representative, you will: Provide technical sup
Technical Merchant Banking Support Associate (ONSITE) - Exciting NEW positions in banking!
Company Description We are One Sutherland - a global team where everyone is working together to create great breakthrough solutions. Our workforce has thrived in an environment of diversity of though
Technical Support Engineer - Italian Speaker
Technical Support Engineer - Italian Speaker At Dell Technologies, world-class service doesn't end when a customer purchases our innovative products. Our Technical Support team is there for them when
Merchant Banking Support Associate (ONSITE)
Company Description We are One Sutherland - a global team where everyone is working together to create great breakthrough solutions. Our workforce has thrived in an environment of diversity of though
Passport Support Associate II
Passport Support Associate II Position Description TextCGI Federal is looking for experienced Support Associates to support the Passport Agency. The ideal candidates should possess excellent communic
Sr. Manager, Retail Data Partnerships
The Trade Desk is changing the way global brands and their agencies advertise to audiences around the world. How? With a media buying platform that helps brands deliver a more insightful and relevant
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved