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
Fluent in Spanish and English
Inbound call center experience
Credit and lending needs
Client relationship management
Risk management
Computer proficiency
Nice-to-have
Passion for client financial lives
Teamwork and flexibility
Active listening skills
Problem-solving abilities
Adaptability to change
Key Requirements
High School Diploma / GED / Secondary School or equivalent
Fluent in Spanish and English (speak, read and write)