This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists
Job Summary
This job is responsible for serving as the first point of contact for financial center 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.
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 job is responsible for serving as the first point of contact for financial center clients, 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
client relationship management
sales experience
proactive client outreach
transactional activities
operational excellence
Nice-to-have
strong work ethic
collaboration
passion and commitment
critical thinking
adaptability
Key Requirements
Minimum of one year demonstrated sales experience
Commissioned notary or ability to obtain
Must be able to work weekends and/or extended hours
High School Diploma / GED / Secondary School or equivalent