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Banking Specialist

1 month ago

Lincoln, Lincolnshire, United Kingdom Bank of America Full time
Job Title: Banking Specialist

At Bank of America, we are committed to helping our clients achieve their financial goals. As a Banking Specialist, you will play a critical role in building and deepening relationships with our clients by uncovering their financial needs and recommending the best products and services to meet those needs.

Key Responsibilities:
  • Work with clients to understand their financial goals and recommend tailored solutions
  • Respond to customer inquiries and concerns, creating customized solutions
  • Sell and fulfill banking products, including checking and savings accounts, credit cards, CDs, IRAs, and loans
  • Identify client needs for specialist sales functions and refer to partners
  • Manage risk in every business, product, and service transaction
Requirements:
  • Displays passion, commitment, and drive to deliver an exceptional client experience
  • Has the ability to engage with clients and seek to understand their needs while actively sharing options
  • Is curious, has a growth mindset, and is comfortable receiving ongoing performance feedback and coaching
  • Enjoys ongoing change and learning new technology and processes
  • Has an intermediate level of proficiency with computers
Preferred Qualifications:
  • Experience in financial services
  • Experience in sales, cross-selling, upselling, or referring products
  • Experience working in an inbound or outbound contact center
  • Experience working as a Personal Banker managing high client volume
Training and Schedule:

Training will begin on Monday, October 7, 2024, and will be held Monday through Friday from 9:00 AM to 5:30 PM EST. The first and second shifts are available, and Sundays are closed.