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Preferred Sales Agent

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Job Details
Job Order Number
Company Name
Bank of America
Physical Address

Westbrook, ME 04098
Job Description

Preferred Sales Agent

Westbrook, Maine;Brunswick, Maine; South Portland, Maine

Job Description:

At Bank of America, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our team at Bank of America. We’re looking for skilled sales people who can advise and advocate for our clients for their most important financial needs.

As part of the Bank of America team, preferred sales agents listen to client needs and understand which products/services will work best for the client throughout the relationship while providing an exceptional client experience. Preferred sales agents are sales professionals who work in an inbound contact center and understand that being there for our clients is our number one priority.

As a preferred sales agent, you can look forward to

• Working in a fast-paced, changing environment that requires accuracy, multi-tasking and communicating in an efficient manner.

• Working in a collaborative environment with a team of professional preferred sales agents and managers in an inbound call center.

• 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.

• Opportunity for advancement with structured career development paths.

• World-class suite of benefits including tuition and child care reimbursement and employee discount programs.

Start date: 5/11/2020

Training schedule: Monday-Friday 9:00am-5:30pm

Schedules to follow training:

+ Monday-Friday 9:00am-5:30pm

+ Monday/Tuesday Thursday/Friday 10:00am-9:00pm (includes shift differential)

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.

You’re a person who (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.

• Is comfortable with ongoing change and learning new technology/processes.

• Has a minimum of one year of sales experience with cross-selling, upselling or referring products.

• Has at least an intermediate level of proficiency with computers.

• Is self-motivated with excellent organizational skills.

• Has strong decision-making and problem-solving skills.

You’ll be better prepared if you have (desired skills)

• Experience in the banking/financial industry.

• Experience working in a call center.

• Experience in telephone sales.

We’re a culture that

• Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.

• Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.

• Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.

• Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.

• Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.


1st shift (United States of America)

Hours Per Week:


Learn more about this role



At Bank of America, I get to help our valued clients every day.

On screen copy:

Advanced Client Solutions Sales Agent

My role in Advanced Client Solutions is to assist Bank of America credit card clients by looking for ways to save them money and deepen their relationship with Bank of America.

On screen copy:

Assist credit card clients by looking for ways to save them money

As an Advanced Client Solutions Sales Agent, it’s important that I am available to my clients throughout the day. Outside of short breaks and lunch, I am on the phone all day helping my clients take advantage of Bank of America’s many products, services and digital platforms. And, since being there for our clients is our number one priority, sometimes that means I may work weekends or holidays.

This role requires me to be self-motivated and focused throughout the day, always asking clients questions to strengthen their relationship with Bank of America.

On screen copy:

Fast-paced environment

I enjoy working in a fast-paced environment that allows me to interact with a variety of clients each day, whether it’s on the phone or through our online chat platform.

On screen copy:

Competitive Benefits

+ Paid Time off

+ Tuition Reimbursement

+ 401(k)

+ Health, Dental & Vision

+ Career Planning

+ Child Care Reimbursement for Income-Eligible Employees

We also have a ton of great benefits here, including competitive pay, paid time off and tuition reimbursement – just to name a few.

Of course, some days can be challenging. You have to be flexible, always adapting your approach to meet the needs of each client while still ensuring rules and regulations are properly covered.

On screen copy:

Work hard, multitask, and maintain a good attitude

You also have to be willing to work hard, multitask and maintain a good attitude.

We use cutting-edge technology to keep up with the demands of our clients. This requires being able to use several operating systems, sometimes all at once. It can be tough at first, but everyone is really supportive and willing to help.

On screen copy:

Opportunity for career growth

And once you get the hang of things, there is so much opportunity for career growth here.

On screen copy:

Trained by the award-winning Academy at Bank of America

Bank of America’s award-winning Academy will provide you with all the tools and resources you need to succeed in your career.

It starts on day one with your onboarding program and continues throughout your career. Ongoing development programs, hands-on practice, dedicated coaches and defined career paths are just a few of the perks.

On screen copy:

Manager cares about helping reach your goals


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