This role serves as the first point of contact for financial center clients, helping to uncover personal banking needs for both individuals and small businesses
Job Summary
This role serves as the first point of contact for financial center clients, helping to uncover personal banking needs for both individuals and small businesses.
The position requires proactively connecting with clients through outbound calls and conducting consistent follow-up routines to deepen relationships.
Bank of America is committed to an in-office culture with specific attendance requirements while offering flexibility based on role considerations.
Matching Summary
This role serves as the first point of contact for financial center clients, helping to uncover personal banking needs for both individuals and small businesses.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
One year demonstrated sales experience
Commissioned notary or ability to obtain
Willingness to work weekends and extended hours
Strong written and verbal communication skills
Ability to learn new technology platforms
Nice-to-have
Associate's or Bachelor's degree in business
Experience in salary plus incentive environment
Knowledge of banking products and services
Strong computer skills including Microsoft applications