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Call Center Telephone Banker- Rio Rancho, NM

  • Job
    Full-time
    Entry, Junior, Mid & Senior Level
  • Sales & Business Development
    Banking & Finance
  • Rio Rancho

AI generated summary

  • You should be passionate about improving clients’ financial lives, engage empathetically, embrace feedback, adapt to change, and be proficient with computers.
  • You will build client relationships, respond to inquiries, sell banking products, refer clients for licensed services, quote rates, and manage transaction risk daily.

Requirements

  • 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

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 tools

FAQs

What is the primary role of a Call Center Telephone Banker at Bank of America?

The primary role is to connect clients with a variety of financial solutions to help them achieve their financial goals by balancing service requests and sales opportunities.

What are the key responsibilities of this job?

Key responsibilities include building and deepening client relationships, responding to inquiries, selling banking products, identifying client needs, quoting rates and terms, and managing risk in transactions.

What skills are required for this position?

Required skills include attention to detail, client solutions advisory, customer focus, adaptability, problem-solving, active listening, and business development, among others.

What are the required qualifications for this job?

Required qualifications include a passion for improving clients' financial lives, the ability to engage with clients and understand their needs, curiosity, comfort with receiving feedback, and intermediate computer proficiency.

What kind of experience is preferred for this role?

Desired qualifications include call center experience in sales, experience in financial services, sales or cross-selling skills, and experience in managing high client volumes.

What is the training schedule for this position?

The training schedule is Monday to Friday from 9:00 am to 5:30 pm.

What is the minimum education requirement for this job?

The minimum education requirement is a High School Diploma, GED, Secondary School, or equivalent.

What shift will the Call Center Telephone Banker work?

This position is for the 1st shift in the United States of America.

How many hours a week will this job require?

This job requires 40 hours of work per week.

When is the training/start date for this position?

The training/start date is Monday, July 7, 2025.

Helping to make financial lives better through the power of every connection.

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Employees

Mission & Purpose

Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.

Culture & Values

  • Deliver together

    We believe in the importance of treating each client and teammate as an individual and treating every moment as one that matters. We strive to go the distance to deliver, with discipline and passion. We believe in connecting person-to-person, with empathy and understanding. We believe everything we do for our clients, teammates and the communities we serve is built on a solid business foundation that delivers for shareholders.

  • Act responsibly

    We believe that integrity and the disciplined management of risk form the foundation of our business. We are aware that our decisions and actions affect people’s lives every day. We believe in making decisions that are clear, fair and grounded in the principles of shared success, responsible citizenship and community building.

  • Realize the power of our people

    We strive to help all of our employees reach their full potential. We believe that diverse backgrounds and experiences make us stronger. We respect every individual and value our differences - in thought, style, sexual orientation, gender, gender identity and expression, race, ethnicity, culture, age, ability and experience.

  • Trust the team

    We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe that when we work together, we best meet the full needs of our clients, and deliver value to our shareholders.