Job description

As a Client Solutions Specialist, you can look forward to

• Competitive suite of benefits including tuition/dependent care reimbursement, generous 401K and PTO offerings
• A schedule that works with your life. We have several schedule offerings to help you achieve better work-life balance. Ask one of our recruiters about our schedule options.
• Collaborating with a team of professional sales specialists and managers in a call center environment.
• Thriving in a fast paced, dynamic environment and interacting with clients throughout your day
• Communicating with clients throughout the entire shift with structured breaks.
• Navigating multiple computer systems while interacting with the client.
• Listening to, understanding and providing needs-based sales solutions for our clients.
• Incentive opportunities for meeting and/or exceeding critical performance standards.
• Long term career opportunity with multiple career development paths.

We’ll help you

• Get training and on-the-job support from managers who are invested in your success. You’ll receive in-depth classroom training, including side-by-side live call handling and continued on-the-job training and coaching.
• Learn about core banking products and services we provide through Bank of America. Understand which products/services will work best for the client throughout the relationship and how to uncover their needs using best in class tools and resources.
• Provide education to clients. Inform and educate clients on products that are available and will benefit them to meet their needs.

Required skills:

• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives
• Has a commitment to teamwork and the flexibility to work the schedule, including weekends and holidays
• Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections
• Is comfortable receiving ongoing performance feedback and coaching
• Enjoys ongoing change and learning new technology/processes
• Has an intermediate level of proficiency with computers
• Is self-motivated with excellent organizational skills
• Has strong decision-making and problem-solving skills

Desired skills:

• Experience in the banking/financial industry

• One year of sales experience with cross-selling, upselling or referring products
• Experience working in a call center
• Experience in telephone sales
• Experience with multi-solution customer offerings and bundling services
• Experience working as a Personal Banker managing high client volume

Advanced Client Solutions Specialists are responsible for delivering world class service, uncovering and understanding our clients known and unknown needs and finding solutions to those needs. Advanced Client Solutions Specialists interact with clients over the phone leveraging multiple computer based systems. Advanced Client Solutions Specialists are responsible for sales, operations, quality and client experience goals and take part in an incentive plan driven by their success in these thresholds. Advanced Client Solutions Specialists typically have a minimum of two year sales experience in a salary plus incentive environment with individual sales goals where you routinely met or exceeded defined goals and enjoy working in a competitive, client centric and high energy environment.

Training/Start Date: Monday February 6, 2023

Job Type: Contract

Pay: From $23.00 per hour

Benefits:

• 401(k) matching

Weekly day range:

• Rotating weekends

Ability to commute/relocate:

• Rio Rancho, NM 87124: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Customer service: 1 year (Required)

Work Location: One location

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