This role serves as the primary point of contact for financial center clients, helping uncover personal banking needs for individuals and small businesses
Job Summary
This role serves as the primary point of contact for financial center clients, helping uncover personal banking needs for 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 inclusive workplace culture that supports teammate wellness and offers opportunities for learning and growth.
Matching Summary
This role serves as the primary point of contact for financial center clients, helping uncover personal banking needs for 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
Proactive outbound client calling routines
Self-service technology training capabilities
Regulatory compliance adherence in daily tasks
Nice-to-have
Associate's or Bachelor's degree in business
Experience with salary plus incentive environments
Strong critical thinking and problem-solving skills
Passion for improving clients' financial lives
Ability to adapt to changing circumstances
Key Requirements
Minimum one year sales experience
Must be a commissioned notary or obtainable within months