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.
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.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.
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
regulatory compliance
Nice-to-have
strong work ethic
passion and commitment
critical thinking skills
adaptability
collaboration
Key Requirements
Minimum of one year demonstrated sales experience
Previous role at Bank of America for minimum six months
Commissioned notary or ability to obtain
Ability to work weekends and/or extended hours
High School Diploma / GED / Secondary School or equivalent