This position is responsible for helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists
Job Summary
This position is responsible for helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists.
Key responsibilities include balancing working service requests and other transactional activities such as in-person or inbound call delivery.
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.
Matching Summary
This position is responsible for helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists.
Skills & Requirements
Must-have
Relationship building with clients
Financial needs identification
Product and service recommendations
Risk management in transactions
Client engagement and follow-up
Nice-to-have
Passionate and driven to improve financial lives
Confident in solution identification
Strong critical thinking skills
Effective time management
Comfortable engaging all clients
Key Requirements
Minimum of one year demonstrated sales experience
Must be able to obtain notary commission
Must be able to work weekends and/or extended hours
High School Diploma / GED / Secondary School or equivalent