Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Profile Summary:
This role is responsible for connecting clients with the breadth of solutions that Bank of America offers to help achieve financial goals in a virtual environment. Key responsibilities include service requests and relationship deepening opportunities received through in-person or inbound call delivery. Job expectations include understanding life and financial goals and pairing new solutions and services to meet client needs.
Responsibilities:
- Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
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Assists, educates, and trains clients on conducting simple transactions through self-service technologies
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Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
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Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
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Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements
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Responds to customer inquiries and concerns, creating customized solutions through in-person interactions and inbound call delivery
Required Qualifications:
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Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
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In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months
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Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
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Collaborates effectively to get things done, building and nurturing strong relationships
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Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
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Confident in identifying solutions for helping new and existing clients based on their needs
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Strong written and verbal communications skills
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Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)
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Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances
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Applies strong critical thinking and problem-solving skills to meet clients' needs
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Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
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Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws)
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Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
Desired Qualifications:
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Associate's Degree or Bachelor's Degree in business, finance or a related field
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Experience working in a financial center where goals were met or exceeded
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Retail and/or sales experience in a salary plus incentive environment
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Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded
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Experience with financial information, spreadsheets and financial skills
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Knowledge of banking products and services
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Strong computer skills including Microsoft applications and previous experience utilizing laptop technology
Skills:
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Active Listening
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Business Acumen
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Customer and Client Focus
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Oral Communications
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Problem Solving
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Account Management
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Client Experience Branding
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Client Management
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Client Solutions Advisory
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Relationship Building
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Business Development
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Pipeline Management
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Prospecting
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Referral Identification
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Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
This job will be open and accepting applications for a minimum of seven days from the date it was posted.
Shift:
1st shift (United States of America)
Hours Per Week:
40
