Financial Services Specialist
1 day ago
At Bank of America, we are driven by a shared purpose to make financial lives better. This role is pivotal in supporting our clients in the lobby, educating and assisting them with conducting transactions through self-service resources.
We are seeking an enthusiastic and motivated individual to join our team as a Financial Services Specialist. Key responsibilities include accurately and efficiently processing cash transactions for clients, having deep conversations to gain knowledge of their financial and life priorities, and connecting them to solutions that meet their goals.
This role plays a critical part in building relationships with clients, understanding their needs, and delivering exceptional experiences. You will have the opportunity to learn and grow within our organization, making a real impact on our clients' financial lives.
As a Financial Services Specialist, you will be responsible for:
- Executing the bank's risk culture and striving for operational excellence
- Building relationships with clients to meet their financial needs
- FOLLOWING ESTABLISHED PROCESSES AND GUIDELINES IN DAILY ACTIVITIES TO DO WHAT IS RIGHT FOR CLIENTS AND THE BANK, ADHERING TO ALL APPLICABLE LAWS AND REGULATIONS
The ideal candidate will possess strong communication and problem-solving skills, be able to adapt to new information and technology platforms, and demonstrate a passion for delivering exceptional client experiences.
This role requires a high school diploma or equivalent and one year of demonstrated successful sales experience in a salary plus incentive environment. Desired qualifications include experience in financial services and knowledge of industry products and solutions.
Benefits of this role include competitive compensation, opportunities for growth and development, and a collaborative work environment. The estimated annual salary for this position is $60,000-$80,000, based on location and experience.
Bank of America is committed to creating a workplace free from the dangers and consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on our premises and to provide a safe work environment.
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