This job is responsible for assisting clients through incoming calls with needs for credit and short term lending while identifying additional opportunities to help achieve financial goals
Job Summary
This job is responsible for assisting clients through incoming calls with needs for credit and short term lending while identifying additional opportunities to help achieve financial goals.
Key responsibilities include addressing card servicing and sales opportunities, asking clients probing questions to understand life and financial goals, and pairing new solutions and services to meet client needs.
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.
Matching Summary
This job is responsible for assisting clients through incoming calls with needs for credit and short term lending while identifying additional opportunities to help achieve financial goals.
Skills & Requirements
Must-have
credit and short term lending
card servicing and sales
active listening
handling objections
ongoing performance feedback
Nice-to-have
financial goals
inclusive workplace
teamwork and flexibility
positive client experience
Key Requirements
High School Diploma / GED / Secondary School or equivalent
intermediate level of proficiency with computers
Self-motivated with excellent organizational skills