Preferred Specialized Sales Agent - Lincoln, RI Schedule - 40 hours -Sunday, Monday, Thursday, Frid
Company Name:
Bank of America Corp.
Title: Preferred Specialized Sales Agent - Lincoln, RI Schedule - 40 hours -Sunday, Monday, Thursday, Friday
Location: RI-Lincoln
Other Locations:
Bank of America is currently looking to hire 20 newPreferred Sales Agentsin our Lincoln, RI facility.
The primary role of the Preferred Centralized Services Agent is to make clients aware of the breadth of services Bank of America offers to maximize their banking and investment relationships and achieve financial well-being. As part of the Preferred Banking & Investments line of business, these agents will act as the primary outbound contact center team for our most valuable consumer clients. In addition, they will take inbound calls in support of new products and direct marketing to these clients. CSAs will need to balance inbound and outbound service and sales calls in order and be able to show empathy, educate, provide awareness, answer detailed questions, and sell new products and services to clients to help them see how Bank of America can help them achieve their financial goals. Campaigns will include Welcome Calling, direct sales offers, external or internal event calling to prevent or mitigate potential client impact, service and retention calling. Also, the CSA will accurately and efficiently transact service requests and provide fulfillment of some banking services and products. In addition, the CSA will engage FSA partners in the Banking Center Channel and Merrill Edge Advisory Center inviting clients to speak with these partners for a customer review.
The CSA should have experience in service and sales within a call center or retail environment. The CSA will be responsible for upholding Preferred Client Experience Standards and leverage effective partnerships with internal business partners including Banking Center teammates, Small Business Bankers, Mortgage Loan Officers, Financial Advisors, Customer Services & Solutions (CS&S) and Merrill Edge Advisory Center (MEAC). The CSA will directly report to a Team Manager on the Preferred Centralized Services team whom will work closely with the Unit Manager and Preferred Centralized Sales Executive to achieve target performance and campaign effectiveness.
Work Schedule: 40 hours - Sunday 9:00a-6:00p; Monday, Thursday & Friday 9:00a-8:30p.
Key Job Responsibilities
Assess customer needs with existing high asset, typically savvy banking clients. Leverage business knowledge to determine prudent and appropriate conversations to meet client's needs by recommending either services or financial solutions.
Demonstrate strong awareness of all opportunities to serve our customers providing best in class customer service
Pro-actively build relationships with potential and existing clients to meet business objectives.
Comply with all applicable banking and investment laws, regulations, company polices, and procedures, in order to serve the clients'' best interests and enhance client satisfaction.
Required Skills:MUST have these skills to be minimally qualified.
At least 2 years of sales and service experience in a business that is customer relationship driven
Experience assessing needs, identifying, and recommending services or solutions
Knowledge of banking (credit and deposit) products and services desired
Must be able to provide evidence of consultative communication and relationship building skills leading to client service, fulfillment and delight in previous roles
Desired Skills:
A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally
Demonstrates empathy and a sense of ownership, actively striving to make another's experience better.
Results oriented with proven track record of outstanding ability to motivate self to accomplish objectives: present oneself assertively, convincingly and with confidence to establish credibility and respect with others
Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic
Highly motivated self-starter, proactive, with intense focus on results. Conveys a sense of urgency to achieve business goals and exceed expectations
Proven fast paced multitasking while delivering a seamless experience to the customer.
Ability to handle ambiguity and adapt to changing circumstance
ST-Telesales (Inbound/Outbound)
Organization: 1784058-PREFERRED AND SMALL BUSINESS BANKINGEstimated Salary: $20 to $28 per hour based on qualifications.
Bank of America Corp.
Title: Preferred Specialized Sales Agent - Lincoln, RI Schedule - 40 hours -Sunday, Monday, Thursday, Friday
Location: RI-Lincoln
Other Locations:
Bank of America is currently looking to hire 20 newPreferred Sales Agentsin our Lincoln, RI facility.
The primary role of the Preferred Centralized Services Agent is to make clients aware of the breadth of services Bank of America offers to maximize their banking and investment relationships and achieve financial well-being. As part of the Preferred Banking & Investments line of business, these agents will act as the primary outbound contact center team for our most valuable consumer clients. In addition, they will take inbound calls in support of new products and direct marketing to these clients. CSAs will need to balance inbound and outbound service and sales calls in order and be able to show empathy, educate, provide awareness, answer detailed questions, and sell new products and services to clients to help them see how Bank of America can help them achieve their financial goals. Campaigns will include Welcome Calling, direct sales offers, external or internal event calling to prevent or mitigate potential client impact, service and retention calling. Also, the CSA will accurately and efficiently transact service requests and provide fulfillment of some banking services and products. In addition, the CSA will engage FSA partners in the Banking Center Channel and Merrill Edge Advisory Center inviting clients to speak with these partners for a customer review.
The CSA should have experience in service and sales within a call center or retail environment. The CSA will be responsible for upholding Preferred Client Experience Standards and leverage effective partnerships with internal business partners including Banking Center teammates, Small Business Bankers, Mortgage Loan Officers, Financial Advisors, Customer Services & Solutions (CS&S) and Merrill Edge Advisory Center (MEAC). The CSA will directly report to a Team Manager on the Preferred Centralized Services team whom will work closely with the Unit Manager and Preferred Centralized Sales Executive to achieve target performance and campaign effectiveness.
Work Schedule: 40 hours - Sunday 9:00a-6:00p; Monday, Thursday & Friday 9:00a-8:30p.
Key Job Responsibilities
Assess customer needs with existing high asset, typically savvy banking clients. Leverage business knowledge to determine prudent and appropriate conversations to meet client's needs by recommending either services or financial solutions.
Demonstrate strong awareness of all opportunities to serve our customers providing best in class customer service
Pro-actively build relationships with potential and existing clients to meet business objectives.
Comply with all applicable banking and investment laws, regulations, company polices, and procedures, in order to serve the clients'' best interests and enhance client satisfaction.
Required Skills:MUST have these skills to be minimally qualified.
At least 2 years of sales and service experience in a business that is customer relationship driven
Experience assessing needs, identifying, and recommending services or solutions
Knowledge of banking (credit and deposit) products and services desired
Must be able to provide evidence of consultative communication and relationship building skills leading to client service, fulfillment and delight in previous roles
Desired Skills:
A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally
Demonstrates empathy and a sense of ownership, actively striving to make another's experience better.
Results oriented with proven track record of outstanding ability to motivate self to accomplish objectives: present oneself assertively, convincingly and with confidence to establish credibility and respect with others
Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic
Highly motivated self-starter, proactive, with intense focus on results. Conveys a sense of urgency to achieve business goals and exceed expectations
Proven fast paced multitasking while delivering a seamless experience to the customer.
Ability to handle ambiguity and adapt to changing circumstance
ST-Telesales (Inbound/Outbound)
Organization: 1784058-PREFERRED AND SMALL BUSINESS BANKINGEstimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
