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About the Role

This position serves as the primary point of contact for financial center clients, identifying their personal banking needs, offering suitable solutions, and directing them to specialists. Key responsibilities include fostering client relationships through platform services, assisting with self-service transactions, and delivering exceptional client care. Job expectations involve proactive client outreach via outbound calls and consistent follow-up.

Responsibilities

Partners with teams to provide financial center clients with consumer and small business solutions, services, and strategies.
Assists, educates, and trains clients on using self-service technologies for simple transactions.
Leverages resources, technologies, and processes to optimize client experience and ensure operational excellence.
Adheres to established processes, laws, and guidelines for daily activities like opening accounts and account maintenance.
Manages client interactions by taking appropriate actions for the bank and its clients, complying with regulatory requirements.

Requirements

Minimum of one year of demonstrated sales experience in a relationship-oriented, client-centric environment, or six months in a specific Bank of America role (RM, ADP RM, CSA I, RMBOS).
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client's best interest.
Effective collaborator with strong relationship-building skills.
Passionate, committed, and driven to improve clients’ financial lives.
Confident in identifying client needs and solutions.
Strong written and verbal communication skills.
Ability to communicate effectively and confidently with clients in-person and by phone.
Ability to learn and adapt to new information, technology, handle ambiguity, and changing circumstances.
Strong critical thinking and problem-solving skills.
Effective time management skills with the ability to organize, prioritize, and perform multiple tasks simultaneously.
Commissioned notary or ability to obtain commission within a few months of start date.
Flexibility to work weekends and/or extended hours as needed.

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

Entire market (specific Financial Center location based on business needs)

Work Type

Full-time
40 hours per week
1st shift

Experience Level

Minimum one year sales experience
Six months in specific Bank of America roles

Education Level

Associate’s degree or bachelor’s degree in business, finance, or a related field (desired)

Benefits

Competitive benefits to support physical, emotional, and financial well-being

About the Company

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
We are devoted to being a diverse and inclusive workplace for everyone.
We hire individuals with a broad range of backgrounds and experiences.
Bank of America believes both in the importance of working together and offering flexibility to our employees.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.