Full Time
Solution Specialist – Remote Jobs AZ
Job Description
Job Type: Solution Specialist from home
Location: Arizona work from home
Company: Bank of America
Position Description:
This position is in charge of introducing clients to the variety of options Bank of America provides to aid in the achievement of their financial objectives in a virtual setting. Advanced Client Solutions Specialists strike a balance between client needs and sales opportunities, are knowledgeable about financial products, delve into clients’ financial and life goals, and couple novel products and services to suit those needs.
The duties of an advanced client solutions specialist include:
- Building and strengthening connections with clients by identifying their financial needs and recommending the best solutions, services, and products to suit those needs.
- Responds to customer questions and issues by developing specialized solutions
- Identifies client needs for Specialist (licensed) sales functions and refers to partners (Merrill, Lending, & Small Business) for banking solutions. • Quotes rates, terms, and programs for banking solutions. • Manages risk in every business, product, and service transaction by leveraging tools that are available.
Required abilities include the following:
- Demonstrates a passion, commitment, and drive to deliver an experience that enhances our clients’ financial lives;
- Is able to interact with clients and actively listen to their needs while actively sharing options using plain language, developing rapport, and demonstrating empathy;
- Is curious, has a growth mindset, and is at ease receiving ongoing performance feedback and coaching;
- Enjoys constant change and learning new technology/processes; and • Has an interpersonal skillset
- Working in an inbound or outbound contact center; • Financial services experience; • Sales, cross-selling, upselling, or referral products experience (phone, chat and or video)
- Proven track record in managing a large customer volume a