Senior Financial Services Representative
hace 2 días
**About Us**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Our commitment to Responsible Growth drives us to be a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone, hiring individuals with a broad range of backgrounds and experiences, and investing heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
We believe in the importance of working together and offering flexibility to our employees. Our approach to flexibility depends on the various roles in our organization, allowing us to provide a great career with opportunities to learn, grow, and make an impact, as well as the power to make a difference.
**Job Summary**
This role 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
- Providing exceptional client care
**Key Responsibilities**
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.
**Requirements**
Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, 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.
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