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About the Role
Bank of America is seeking a client-focused individual to serve as the first point of contact for financial center clients. This role involves identifying and addressing personal banking needs for individuals and small businesses, offering suitable solutions, and connecting clients with specialists. The position focuses on deepening client relationships through platform services, assisting with transactions, and providing exceptional client care, including proactive outbound communication and follow-up.
Responsibilities
- Partner with teams to provide clients with consumer and small business solutions, services, and strategies based on their personal banking needs and life priorities.
- Assist, educate, and train clients on using self-service technologies for simple transactions.
- Utilize available resources, technologies, and processes to optimize the client experience and ensure operational excellence and accuracy.
- Adhere to established processes, laws, and guidelines for daily activities, including account opening, maintenance, and Digital Assisted Shopping.
- Manage client interactions by taking appropriate actions for the bank and its clients, while complying with all regulatory requirements.
Requirements
- Minimum of one year of 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.
- Ability to collaborate effectively and build strong relationships.
- Demonstrates passion, commitment, and drive to improve clients' financial lives.
- Confident in identifying client needs and offering solutions.
- Strong written and verbal communication skills.
- Ability to communicate effectively and confidently with all clients, both 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 client needs.
- Demonstrates effective time management skills and the ability to organize, prioritize, and perform multiple tasks simultaneously.
- Must be a commissioned notary or able to obtain a commission within a few months of the start date.
- Must be able to work weekends and/or extended hours, potentially 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 - NY - Williamsville - 7864 Transit Rd - TRANSIT ROAD BC (NY7132)
Work Type
- Full-time
- Onsite
Experience Level
- Minimum of one year demonstrated sales experience
Education Level
- High School Diploma / GED / Secondary School or equivalent
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
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.
- 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 attract and develop exceptional talent, recognize and reward performance, and support our teammates’ physical, emotional, and financial wellness.
- 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.