client solutions advisor

Bank of America

<div>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. 
 
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates&rsquo; physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 
 
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. 
 
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! 
Job 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.
Responsibilities:<ul><li>
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</li><li>
Assists, educates, and trains clients on conducting simple transactions through self-service technologies</li><li>
Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy</li><li>
Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping</li><li>
Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements</li></ul>
Required Qualifications:<ul><li>
Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment</li><li>
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</li><li>
Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client</li><li>
Collaborates effectively to get things done, building and nurturing strong relationships</li><li>
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives</li><li>
Confident in identifying solutions for helping new and existing clients based on their needs</li><li>
Strong written and verbal communications skills</li><li>
Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)</li><li>
Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances</li><li>
Applies strong critical thinking and problem-solving skills to meet clients' needs</li><li>
Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously</li><li>
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)</li><li>
Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
</li></ul>Desired Qualifications:<ul><li>
Associate's Degree or Bachelor's Degree in business, finance or a related field</li><li>
Experience working in a financial center where goals were met or exceeded</li><li>
Retail and/or sales experience in a salary plus incentive environment</li><li>
Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded</li><li>
Experience with financial information, spreadsheets and financial skills</li><li>
Knowledge of banking products and services</li><li>
Strong computer skills including Microsoft applications and previous experience utilizing laptop technology</li></ul>
Skills:<ul><li>
Active Listening</li><li>
Business Acumen</li><li>
Customer and Client Focus</li><li>
Oral Communications</li><li>
Problem Solving</li><li>
Account Management</li><li>
Client Experience Branding</li><li>
Client Management</li><li>
Client Solutions Advisory</li><li>
Relationship Building</li><li>
Business Development</li><li>
Pipeline Management</li><li>
Prospecting</li><li>
Referral Identification</li><li>
Referral Management</li></ul>
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and Loan Originators.
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Senior Banker --- Fountain Valley Financial Center

<div>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. 
 
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates&rsquo; physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 
 
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. 
 
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! 
Job 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.
Responsibilities:<ul><li>
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</li><li>
Assists, educates, and trains clients on conducting simple transactions through self-service technologies</li><li>
Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy</li><li>
Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping</li><li>
Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements</li></ul>
Required Qualifications:<ul><li>
Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment</li><li>
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</li><li>
Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client</li><li>
Collaborates effectively to get things done, building and nurturing strong relationships</li><li>
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives</li><li>
Confident in identifying solutions for helping new and existing clients based on their needs</li><li>
Strong written and verbal communications skills</li><li>
Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)</li><li>
Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances</li><li>
Applies strong critical thinking and problem-solving skills to meet clients' needs</li><li>
Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously</li><li>
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)</li><li>
Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
</li><li>Bilingual Spanish Required</li></ul>
Desired Qualifications:<ul><li>
Associate's Degree or Bachelor's Degree in business, finance or a related field</li><li>
Experience working in a financial center where goals were met or exceeded</li><li>
Retail and/or sales experience in a salary plus incentive environment</li><li>
Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded</li><li>
Experience with financial information, spreadsheets and financial skills</li><li>
Knowledge of banking products and services</li><li>
Strong computer skills including Microsoft applications and previous experience utilizing laptop technology</li></ul>
Skills:<ul><li>
Active Listening</li><li>
Business Acumen</li><li>
Customer and Client Focus</li><li>
Oral Communications</li><li>
Problem Solving</li><li>
Account Management</li><li>
Client Experience Branding</li><li>
Client Management</li><li>
Client Solutions Advisory</li><li>
Relationship Building</li><li>
Business Development</li><li>
Pipeline Management</li><li>
Prospecting</li><li>
Referral Identification</li><li>
Referral Management</li></ul>
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Senior Banker - Cartersville Joe Frank Harris Parkway Financial Center - Bilingual Spanish Required

<div>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. 
 
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates&rsquo; physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 
 
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. 
 
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction.
Responsibilities:<ul><li>
Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion and helps companies save, borrow, and invest for their current and future needs</li><li>
Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships</li><li>
Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends</li><li>
Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects</li><li>
Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues</li><li>
Coaches and mentors peers, while utilizing leadership skills</li><li>
Adapts to changes in sales practices and broader market and industry conditions as needed</li></ul>
Skills:<ul><li>
Client Management</li><li>
Client Solutions Advisory</li><li>
Prospecting</li><li>
Relationship Building</li><li>
Risk Management</li><li>
Financial Analysis</li><li>
Leadership Development</li><li>
Project Management</li><li>
Referral Identification</li><li>
Sales Performance Management</li><li>
Business Development</li><li>
Client Experience Branding</li><li>
Continuous Improvement</li><li>
Data and Trend Analysis</li><li>
Pipeline Management</li><li>
Undergraduate degree desired: Majors in business, finance or economics preferred. MBA desirable</li></ul>
Required Skills
<ul><li>Must have a minimum of 10 years&rsquo; experience in Commercial Lending or Investment Banking.</li><li>
Demonstrates ability to successfully manage an extensive portfolio of clients.</li><li>
Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions.</li><li>
Professional proven sales skills and experience, including planning, execution and follow up of client meetings.</li><li>
Strong corporate finance, capital markets and accounting acumen.</li><li>
Financial modeling experience and the completion of a formal credit training is required.</li><li>
Outstanding oral and written communication skills.</li><li>
Demonstrated leadership ability.</li><li>
Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems.</li><li>
Securities Industry Essentials (SIE), Series 7 &amp; 63 (Must obtain SIE, series 7 &amp; 63 license within 180 days of start date)</li></ul>
Desired skills:<ul><li>
Existing knowledge of the market preferred.</li><li>
Active networking contacts and Centers of Influence established in the market.</li><li>
Active member/participation in local community organizations.</li></ul>
Minimum Education Requirements:<ul><li>
Undergraduate degree or equivalent work experience desired: Majors in business, finance or economics preferred. MBA desirable.</li></ul>
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Sr. Relationship Manager - Global Commercial Banking (Middle Market)

<div>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. 
 
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates&rsquo; physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 
 
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. 
 
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! 
Job Description: 
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:<ul><li>
Executes the bank's risk culture and strives for operational excellence</li><li>
Builds relationships with clients to meet financial needs</li><li>
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations</li><li>
Grows business knowledge and network by partnering with experts in small business, lending, and investments</li><li>
Manages financial center traffic, appointments, and outbound calls effectively</li><li>
Drives the client experience</li><li>
Manages cash responsibilities</li></ul>
Required Qualifications:<ul><li>
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client</li><li>
Collaborates effectively to get things done, building and nurturing strong relationships</li><li>
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives</li><li>
Is confident in identifying solutions for new and existing clients based on their needs</li><li>
Communicates effectively and confidently and is comfortable engaging all clients</li><li>
Has the ability to learn and adapt to new information and technology platforms</li><li>
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)</li><li>
Applies strong critical thinking and problem-solving skills to meet clients' needs</li><li>
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations</li><li>
Efficiently manages time and capacity</li><li>
Focuses on results while acting in the best interest of the client</li><li>
Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
</li></ul>Desired Qualifications:<ul><li>
Experience in financial services and knowledge of financial services industry, products and solutions</li><li>
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals</li><li>
Six months of cash handling experience</li><li>
Bachelor's Degree or business-relevant Associate&rsquo;s Degree such as business management, business administration or finance
</li></ul>Skills:<ul><li>
Adaptability</li><li>
Business Acumen</li><li>
Customer and Client Focus</li><li>
Oral Communications</li><li>
Problem Solving</li><li>
Account Management</li><li>
Client Experience Branding</li><li>
Client Management</li><li>
Client Solutions Advisory</li><li>
Relationship Building</li><li>
Business Development</li><li>
Pipeline Management</li><li>
Prospecting</li><li>
Referral Identification</li><li>
Referral Management</li></ul>
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Relationship Banker - Charlottesville, Virginia Area

<div>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. 
 
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates&rsquo; physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 
 
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. 
 
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! 
Job Description: 
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:<ul><li>
Executes the bank's risk culture and strives for operational excellence</li><li>
Builds relationships with clients to meet financial needs</li><li>
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations</li><li>
Grows business knowledge and network by partnering with experts in small business, lending, and investments</li><li>
Manages financial center traffic, appointments, and outbound calls effectively</li><li>
Drives the client experience</li><li>
Manages cash responsibilities</li></ul>
Required Qualifications:<ul><li>
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client</li><li>
Collaborates effectively to get things done, building and nurturing strong relationships</li><li>
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives</li><li>
Is confident in identifying solutions for new and existing clients based on their needs</li><li>
Communicates effectively and confidently and is comfortable engaging all clients</li><li>
Has the ability to learn and adapt to new information and technology platforms</li><li>
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)</li><li>
Applies strong critical thinking and problem-solving skills to meet clients' needs</li><li>
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations</li><li>
Efficiently manages time and capacity</li><li>
Focuses on results while acting in the best interest of the client</li><li>
Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
</li></ul>Desired Qualifications:<ul><li>
Experience in financial services and knowledge of financial services industry, products and solutions</li><li>
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals</li><li>
Six months of cash handling experience</li><li>
Bachelor's Degree or business-relevant Associate&rsquo;s Degree such as business management, business administration or finance
</li></ul>Skills:<ul><li>
Adaptability</li><li>
Business Acumen</li><li>
Customer and Client Focus</li><li>
Oral Communications</li><li>
Problem Solving</li><li>
Account Management</li><li>
Client Experience Branding</li><li>
Client Management</li><li>
Client Solutions Advisory</li><li>
Relationship Building</li><li>
Business Development</li><li>
Pipeline Management</li><li>
Prospecting</li><li>
Referral Identification</li><li>
Referral Management</li></ul>
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Relationship Banker - Medfield Financial Center

<div>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. 
 
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates&rsquo; physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 
 
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. 
 
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! 
Job Description: 
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:<ul><li>
Executes the bank's risk culture and strives for operational excellence</li><li>
Builds relationships with clients to meet financial needs</li><li>
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations</li><li>
Grows business knowledge and network by partnering with experts in small business, lending, and investments</li><li>
Manages financial center traffic, appointments, and outbound calls effectively</li><li>
Drives the client experience</li><li>
Manages cash responsibilities</li></ul>
Required Qualifications:<ul><li>
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client</li><li>
Collaborates effectively to get things done, building and nurturing strong relationships</li><li>
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives</li><li>
Is confident in identifying solutions for new and existing clients based on their needs</li><li>
Communicates effectively and confidently and is comfortable engaging all clients</li><li>
Has the ability to learn and adapt to new information and technology platforms</li><li>
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)</li><li>
Applies strong critical thinking and problem-solving skills to meet clients' needs</li><li>
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations</li><li>
Efficiently manages time and capacity</li><li>
Focuses on results while acting in the best interest of the client</li><li>
Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
</li></ul>Desired Qualifications:<ul><li>
Experience in financial services and knowledge of financial services industry, products and solutions</li><li>
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals</li><li>
Six months of cash handling experience</li><li>
Bachelor's Degree or business-relevant Associate&rsquo;s Degree such as business management, business administration or finance
</li></ul>Skills:<ul><li>
Adaptability</li><li>
Business Acumen</li><li>
Customer and Client Focus</li><li>
Oral Communications</li><li>
Problem Solving</li><li>
Account Management</li><li>
Client Experience Branding</li><li>
Client Management</li><li>
Client Solutions Advisory</li><li>
Relationship Building</li><li>
Business Development</li><li>
Pipeline Management</li><li>
Prospecting</li><li>
Referral Identification</li><li>
Referral Management</li></ul>
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Relationship Banker - Eastern Shores Market

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Relationship Banker - Eastern Shores Market