Lead Financial Consultant

2 weeks ago


Bradenton, Florida, United States Bank of America Full time

Lead Financial Consultant

Company: Bank of America

Location: Not specified

Job Overview:

At Bank of America, we are committed to enhancing financial well-being through meaningful connections. Our approach to Responsible Growth emphasizes the importance of creating a supportive environment for our employees and clients alike.

We prioritize diversity and inclusion, welcoming individuals from various backgrounds and experiences. Our investment in our employees extends to comprehensive benefits that promote their overall health and financial security.

Bank of America values collaboration and flexibility, tailoring our work arrangements to meet the diverse needs of our team members.

Role Summary:

The Lead Financial Consultant serves as the primary liaison for clients at our financial centers, identifying their banking needs and providing tailored solutions. This role involves fostering strong client relationships through effective service delivery, assisting clients with transactions, and ensuring exceptional customer experiences.

Key Responsibilities:

  • Collaborate with teams to offer personalized banking solutions to both individual and small business clients.
  • Guide and educate clients on utilizing self-service technologies for their banking transactions.
  • Utilize available resources and technologies to enhance client interactions and ensure operational excellence.
  • Follow established guidelines and regulatory requirements in daily operations, including account management and transactions.
  • Manage client communications effectively, ensuring compliance with all regulatory standards.

Essential Skills:

  • Active Listening
  • Business Acumen
  • Client-Centric Approach
  • Effective Communication
  • Problem-Solving Abilities
  • Account Management Expertise
  • Relationship Development
  • Business Development Skills

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift: 1st shift (United States of America)

Hours Per Week: 40

Bank of America is an equal opportunity employer, committed to fostering a diverse and inclusive workplace. We adhere to all applicable laws and regulations in our hiring practices.



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