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
Financial solutions
Client needs assessment
Operational excellence
Regulatory compliance
Nice-to-have
Team collaboration
Client experience branding
Adaptability to change
Critical thinking skills
Time management skills
Key Requirements
Minimum one year demonstrated sales experience
Previous role as Relationship Manager (RM) or similar at Bank of America for 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