Bank of America
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 an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognising and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
This job is responsible for serving as the first point of contact for financial centre 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
Partner with teams to provide financial centre clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities.
Assist, educate, and train clients on conducting simple transactions through self‑service technologies.
Leverage available resources, technologies, and processes to optimise the client experience and deliver operational excellence and accuracy.
Adhere to established processes, laws, and guidelines in performing day‑to‑day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping.
Manage 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.
If you have no sales experience, you must have 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 communication 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 organise, prioritise and perform multiple tasks simultaneously.
Must be a commissioned notary or be able to obtain a notary commission in the state you work within a few months of the start date in the role (exact timeframe varies by location due to differing state laws).
Must be able to work weekends and/or extended hours and travel to any financial centre location within a reasonable distance.
Desired Qualifications
Associate’s Degree or Bachelor’s Degree in business, finance or a related field.
Experience working in a financial centre 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:
1st shift (United States of America)
Hours Per Week:
40
Seniority Level:
Mid‑Senior level
Employment Type:
Full‑time
Job Function:
Finance and Sales
Industries:
Banking
Location:
Powell, OH
#J-18808-Ljbffr
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognising and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
This job is responsible for serving as the first point of contact for financial centre 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
Partner with teams to provide financial centre clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities.
Assist, educate, and train clients on conducting simple transactions through self‑service technologies.
Leverage available resources, technologies, and processes to optimise the client experience and deliver operational excellence and accuracy.
Adhere to established processes, laws, and guidelines in performing day‑to‑day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping.
Manage 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.
If you have no sales experience, you must have 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 communication 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 organise, prioritise and perform multiple tasks simultaneously.
Must be a commissioned notary or be able to obtain a notary commission in the state you work within a few months of the start date in the role (exact timeframe varies by location due to differing state laws).
Must be able to work weekends and/or extended hours and travel to any financial centre location within a reasonable distance.
Desired Qualifications
Associate’s Degree or Bachelor’s Degree in business, finance or a related field.
Experience working in a financial centre 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:
1st shift (United States of America)
Hours Per Week:
40
Seniority Level:
Mid‑Senior level
Employment Type:
Full‑time
Job Function:
Finance and Sales
Industries:
Banking
Location:
Powell, OH
#J-18808-Ljbffr