Preferred Sales Financial Center Senior Specialist, Bilingual, English & Spanish

  • Bank of America
  • Chicago, IL, United States
  • Sep 07, 2017
Full time Financial Communications Customer Service

Job Description

Hi there, I’m Sierra, a Preferred Sales Senior Specialist here at Bank of America. 

Our clients are at the heart of everything we do. As a Preferred Sales Senior Specialist, I represent the bank, but I also work to find the best products and services for the person on the other end of the line. 

As part of the Preferred Sales line of business, my main responsibility is to act as the primary inbound contact for our most valuable consumer clients. I answer detailed questions about their current products and services, while focusing on resolving any current or future problems for our clients. I also educate our clients about additional value added products and services and have opportunity to introduce them to specialists in other areas of our bank. I focus on making these connections to help our clients achieve their financial goals. I also get to meet clients in a face-to-face setting within the financial center setting. The best part of my job is being in an exciting and high-energy environment.

My team is driven and fun, whether we’re in the office or in our community. We do a lot of volunteer work and care deeply about social issues—like partnering with (RED) to help end AIDS in Africa. The company supports us every step of the way. They have our backs with benefits too: parental leave, tuition reimbursement, career development and more. 

As a Preferred Sales Senior Specialist, I know I’m doing something important. I’m making an impact on our clients as well as my own career. 

If Sales with Bank of America sounds like your next challenge, please apply. And good luck!   

Key skills


  • Have sales experience which can include cross-selling, upselling, and referrals for products and services
  • Are an influencer, but you are also a listener 
  • Possess strong organization and communication skills
  • Have at least intermediate-level computer
  • Have an ability to multi-task and work best as part of a team
  • Have problem solving skills
  • Have a strong ability to engage and build rapport with customers (begin a conversation, build rapport, and handle objections)
  • Are comfortable with receiving ongoing performance feedback and coaching
  • Are comfortable with learning new technologies and processes
  • Are fluent (reading, writing, speaking) in English and Spanish

Desired skills

  • Experience working in a call center 
  • Experience in the banking/financial services industry
  • Knowledge of banking (credit and deposit) products and services desired
  • Experience in telephone sales experience

Minimum qualifications 

  • Two years of sales experience, which can include cross-selling, upselling, and referrals for products and services