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
client relationship management
financial needs identification
product and service solutions
risk management
operational excellence and accuracy
adherence to laws and guidelines
Nice-to-have
passion and commitment
strong work ethic
client-centric approach
adaptability to change
critical thinking and problem-solving
Key Requirements
Minimum of one year demonstrated sales experience
Previous role as Relationship Manager at Bank of America for minimum six months
Commissioned notary or ability to obtain commission
Ability to work weekends and/or extended hours
High School Diploma / GED / Secondary School or equivalent