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Senior Financial Services Professional

2 months ago

GondrecourtleChâteau, Grand Est, United States Bank of America Full time
Job Summary

We are seeking a highly motivated and results-driven Senior Financial Services Professional to join our team at Bank of America. As a key member of our financial center, you will be responsible for providing exceptional client service and building strong relationships with our clients.

Key Responsibilities
  • Deepen client relationships through platform services and offer appropriate solutions to meet their financial needs.
  • Support clients with self-service or transactional activities and provide exceptional client care.
  • Proactively connect with clients through outbound calls and conduct consistent follow-up routines.
Requirements
  • 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.
Preferred 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.
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
Work Environment

Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.