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About the Role

This role serves as the first point of contact for financial center clients, identifying and addressing personal banking needs for individual and small business clients, offering solutions, and connecting them with specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service activities, and providing exceptional client care. Proactive client engagement through outbound calls and consistent follow-up routines are expected.

Responsibilities

Partners with teams to provide financial center clients with consumer and small business solutions, services, and strategies.
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.

Requirements

Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
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.
Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.

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

Location

US - CA - San Francisco - 600 Clement St - 7th And Clement (CA5126)

Work Type

Full-time
Onsite

Experience Level

Minimum of one year demonstrated sales experience

Education Level

High School Diploma / GED / Secondary School or equivalent
Associate's Degree or Bachelor's Degree in business, finance or a related field (Desired)

Salary/Compensations

$25.97 - $31.75 hourly pay
Formulaic incentive eligible

Benefits

Industry-leading benefits
Access to paid time off
Resources and support for employees
Support during workforce transition periods

About the Company

Bank of America is guided by a common purpose to help make financial lives better through the power of every connection.
We drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders every day.
We foster an inclusive workplace where every teammate has the opportunity to succeed, build a career, and contribute to our shared success.
We value the unique perspectives individuals bring from all backgrounds and career paths.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.

Equal Opportunity

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Loan Originators.