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 is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.

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

Assists, educates, and trains clients on conducting simple transactions through self-service technologies

Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy

Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping

Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements

Required Qualifications:

Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. 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

Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client

Collaborates effectively to get things done, building and nurturing strong relationships

Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives

Confident in identifying solutions for helping new and existing clients based on their needs

Strong written and verbal communications skills

Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)

Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances

Applies strong critical thinking and problem-solving skills to meet clients' needs

Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously

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)

Can be flexible to work weekends and/or extended hours as needed

Desired Qualifications:

Associate's Degree or Bachelor's Degree in business, finance or a related field

Experience working in a financial center where goals were met or exceeded

Retail and/or sales experience in a salary plus incentive environment

Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded

Experience with financial information, spreadsheets and financial skills

Knowledge of banking products and services

Strong computer skills including Microsoft applications and previous experience utilizing laptop technology

Skills:

Active Listening

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

Hours Per Week: