Video Banker Client Service Specialist (Inbound )

Working in a fast-paced, changing environment that requires accuracy, multi-tasking and communicating in an efficient manner.

Communicating with clients throughout the entire shift with structured breaks.

Navigating multiple computer systems while interacting with the client.

Listening to, understanding and providing needs-based financial solutions for our clients.

Opportunity for advancement with structured career development paths.

Utilizing strong communication and content expertise to service client consumer accounts and uncover needs and financial solutions utilizing the Life Priorities model.

Utilizing Remote Video technology to be connected to clients

Acting as the primary outbound contact center team for our consumer and business clients.

Taking inbound calls in support of new products and direct marketing to these clients.

Balancing inbound and outbound service and sales calls in order and be able to show empathy, educate, provide awareness, answer detailed questions, sell /refer new products and services to clients to help them see how Bank of America can help them achieve their financial goals.

Transacting service requests and provide fulfillment of some banking services and products.

Engaging FSA partners in Financial Centers and Merrill Edge Advisory Center, Loan Officers in Bank of America Home loans, and Small Business Bankers in Bank of America Small Business.

Inviting clients to engage with video enabled partners in Small Business, Merrill Edge and Home Loans clients to speak with these partners for a customer review.

We ll help you

Get training and on-the-job support from managers who are invested in your success. You ll receive in-depth classroom training, including side-by side-live call handling and continued on-the-job training and coaching.

Learn about core banking products and services we provide through Bank of America. Understand which products/services will work best for the client throughout the relationship and how to uncover their needs using best in class tools and resources.

Provide education to clients. Inform and educate clients on products that are available and will benefit them to meet their needs.

Requirements

You re a person who (required skills)

Displays passion, commitment and drive to deliver an experience that improves our clients financial lives

Has a commitment to teamwork and the flexibility to work the schedule, including weekends and holidays

Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language and building rapport

Is comfortable receiving ongoing performance feedback and coaching

Is comfortable with ongoing change and learning new technology/processes

Has at least an intermediate level of proficiency with computers

Is self-motivated with excellent organizational skills

Has strong decision-making and problem-solving skills

Displays strong interpersonal skills, including the ability to easily engage others in dialogue and convey sincere interest in building/deepening relationships

Has proven customer service skills and the ability to resolve problems independently or escalate as needed to promote client satisfaction

You ll be better prepared if you have (desired skills)

Experience in the banking/financial industry

Experience working in a contact center

Experience in telephone sales

You re a person who (required skills) Displays passion, commitment and drive to deliver an experience that improves our clients financial lives Has a commitment to teamwork and the flexibility to work the schedule, including weekends and holidays Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language and building rapport Is comfortable receiving ongoing performance feedback and coaching Is comfortable with ongoing change and learning new technology/processes Has at least an intermediate level of proficiency with computers Is self-motivated with excellent organizational skills Has strong decision-making and problem-solving skills Displays strong interpersonal skills, including the ability to easily engage others in dialogue and convey sincere interest in building/deepening relationships Has proven customer service skills and the ability to resolve problems independently or escalate as needed to promote client satisfaction You ll be better prepared if you have (desired skills) Experience in the banking/financial industry Experience working in a contact center Experience in telephone sales