WDHERA - 2470

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Added by Balaji Gummanoor_2404 Updated by QA on 2704

Job Description:
This role is responsible for connecting clients with the solutions that Bank of America offers to help achieve financial goals in a virtual environment. SBKII balance working service requests and relationship deepening opportunities from in-person or inbound call delivery. SBKII are experts on financial solutions, probe to understand financial goals and pair new solutions and services to meet client needs. SBK II are associates who have demonstrated strong proficiency in the SBK role and want to continue their career progression by handling more complex & diverse client engagement types.

Responsibilities:
-Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs
-Responds to customer inquiries and concerns, creating customized solutions
-Introduces and fulfills banking products (examples: checking & savings accounts, credit cards, CDs, IRAs, loans)
-Identifies client needs for licensed sales functions and refer to partners (Merrill, Lending, & Small Business)
-Quotes rates, terms and programs for banking solutions
-Manages risk in every business, product and service transaction leveraging available tools
-Leverages expertise from prior role by interacting with clients with an increased complexity of financial needs
-Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
-Assists, educates, and trains clients on conducting simple transactions through self-service technologies
-Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
-Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
-Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements

Required Qualifications:

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
• 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
• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Confident in identifying solutions for helping new and existing clients based on their needs
• Strong written and verbal communications skills
• Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)
• Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
• 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)
• Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance​

Desired Qualifications:

• Associate's Degree or Bachelor's Degree in business, finance or a related field
• Experience working in a financial center where goals were met or exceeded
• Retail and/or sales experience in a salary plus incentive environment
• Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded
• Experience with financial information, spreadsheets and financial skills
• Knowledge of banking products and services
• Strong computer skills including Microsoft applications and previous experience utilizing laptop technology

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

Hours Per Week: