Description
:
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. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.
Required Qualifications:
1. Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
2. In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months
3. Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
4. Collaborates effectively to get things done, building and nurturing strong relationships
5. Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
6. Confident in identifying solutions for helping new and existing clients based on their needs
7. Strong written and verbal communications skills
8. Can communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone)
9. Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances
10. Applies strong critical thinking and problem-solving skills to meet clients' needs
11. Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
12. Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws)
13. Can be flexible to work weekends and/or extended hours as needed
Desired Qualifications:
14. Associate's degree or bachelor's degree in business, finance, or a related field
15. Experience working in a financial center where goals were met or exceeded
16. Retail and/or sales experience in a salary plus incentive environment
17. Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded
18. Experience with financial information, spreadsheets and financial skills
19. Knowledge of banking products and services
20. Strong computer skills including MS applications and previous experience utilizing laptop technology
Skills:
21. Active Listening
22. Business Acumen
23. Customer and Client Focus
24. Oral Communications
25. Problem Solving
26. Account Management
27. Client Experience Branding
28. Client Management
29. Client Solutions Advisory
30. Relationship Building
31. Business Development
32. Pipeline Management
33. Prospecting
34. Referral Identification
35. Referral Management
Shift:
1st shift (United States of America)
Hours Per Week:
40