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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

 

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 tools

Required Qualifications:

• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives
• Comfortable handling multiple simultaneous chat conversations in a fast‑paced, high‑volume environment.
• Strong written communication skills, including proper grammar, spelling, and professional tone
• 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 skills

Desired Qualifications:

• Experience in the banking/financial industry
• Experience working in a call center
• Experience in sales​
• Strong written communication skills

Skills:

• Attention to Detail
• Strong written communication skills
• 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

Training Start Date:: 11/2/2026

Shifts:

Tuesday - Saturday 10am - 7pm

Monday, Tuesday & Wednesday 6am - 5pm & Saturday 9am - 6pm

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

Hours Per Week: