Financial center consumer and small business solutions
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection
Job Summary
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
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.
Matching Summary
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Skills & Requirements
Must-have
Client relationship management
Sales experience in client-centric environment
Financial center consumer and small business solutions
Notary commission or ability to obtain
Proactive client outreach and follow-up
Adherence to regulatory requirements
Nice-to-have
Strong written and verbal communication
Ability to learn and adapt to new technology
Team collaboration and relationship building
Problem-solving and critical thinking
Time management and multitasking skills
Passion for improving clients' financial lives
Key Requirements
Minimum one year sales experience or equivalent Bank of America role
Must be a commissioned notary or obtain commission within months
Ability to work weekends and extended hours
Experience in relationship-oriented sales environment