Senior Financial Services Professional

hace 1 mes

Hermosillo, Sonora, México Bank of America A tiempo completo

About the Role:

This position is responsible for serving as the primary point of contact for financial center clients, helping to identify their personal banking needs and providing tailored solutions to meet those needs. Key responsibilities include building and maintaining strong relationships with clients, providing exceptional client care, and proactively connecting with clients through outreach and follow-up routines.

Key Responsibilities:

  • Partner with teams to provide financial center clients with consumer and small business solutions, services, and strategies.
  • Assist, educate, and train clients on conducting simple transactions through self-service technologies.
  • Leverage available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
  • Adhere to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping.
  • Manage client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements.

Requirements:

  • Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
  • 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.
  • 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.
  • Is confident in identifying solutions for helping new and existing clients based on their needs.
  • Has strong written and verbal communications skills.
  • Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone).
  • Has the 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).
  • Can be flexible to work weekends and/or extended hours as needed.

Preferred Qualifications:

  • An 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 MS applications, and previous experience utilizing laptop technology.

Skills:

  • Active Listening
  • Business Acumen
  • Customer and Client Focus
  • Oral Communications
  • Problem Solving
  • Account Management
  • Client Experience Branding
  • Client Management
  • Client Solutions Advisory
  • Relationship Building
  • Business Development
  • Pipeline Management
  • Prospecting
  • Referral Identification
  • Referral Management

Education:

High School Diploma / GED / Secondary School or equivalent

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