Lead Banking Consultant
2 weeks ago
Senior Financial Advisor
Location: North Royalton, Ohio
Job Overview:
At Bank of America, our mission is to enhance financial well-being through meaningful connections. We are committed to Responsible Growth, ensuring we serve our clients, teammates, communities, and shareholders effectively every day.
We strive to create an inclusive and diverse workplace, recognizing the value of varied backgrounds and experiences. Our investment in our teammates and their families includes competitive benefits aimed at supporting their overall well-being.
Bank of America values collaboration and flexibility, tailoring our approach to meet the diverse needs of our employees.
Position Summary:
This role is pivotal in serving as the primary contact for clients at our financial centers. You will identify personal banking needs for both individual and small business clients, providing tailored solutions and connecting them with specialists as necessary. Key responsibilities include:
- Enhancing client relationships through comprehensive platform services.
- Assisting clients with self-service options and transactional tasks.
- Delivering exceptional client care and support.
- Proactively engaging with clients through outreach and follow-up.
Key Responsibilities:
- Collaborate with teams to offer personalized banking solutions and strategies.
- Educate clients on utilizing self-service technologies for transactions.
- Utilize available resources to enhance client experiences and ensure operational accuracy.
- Follow established guidelines for account management and client interactions.
- Manage client engagements with a focus on compliance and regulatory standards.
Required Qualifications:
- Minimum of one year of sales experience in a client-focused environment.
- Demonstrated ability to build and maintain strong client relationships.
- Strong communication skills, both written and verbal.
- Ability to adapt to new technologies and changing circumstances.
- Effective time management and organizational skills.
Desired Qualifications:
- Associate's or Bachelor's degree in business, finance, or a related field.
- Experience in a financial center meeting or exceeding performance goals.
- Familiarity with banking products and services.
- Proficient in using technology and financial tools.
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. We consider qualified candidates without regard to race, religion, gender, sexual orientation, or any other factor prohibited by law.
-
Senior Financial Consultant
2 weeks ago
North Royalton, Ohio, United States Bank of America Full timeSenior Financial ConsultantLocation: North Royalton, OhioJob Overview:At Bank of America, our mission is to enhance financial well-being through meaningful connections. We are committed to Responsible Growth, ensuring that we serve our clients, teammates, communities, and shareholders effectively.We prioritize creating a diverse and inclusive environment for...
-
Head of Financial Operations
1 week ago
North Royalton, Ohio, United States KMA Human Resources Consulting Full timePosition: Finance DirectorCompany: KMA Human Resources ConsultingLocation: Remote/HybridOverview: KMA Human Resources Consulting is seeking a Finance Director to lead the financial strategy and operations for our client. This role is pivotal in managing the financial health of the organization and will report directly to the executive leadership team.Key...
-
Automotive Store Leader
5 days ago
North Royalton, Ohio, United States Conrad's Tire Express and Total Car Care Full timeJob SummaryWe are seeking a highly skilled and experienced Automotive Store Leader to join our team at Conrad's Tire Express and Total Car Care. As a key member of our management team, you will be responsible for leading our store operations, driving sales growth, and delivering exceptional customer service.Key ResponsibilitiesCustomer Satisfaction:Determine...
-
Insurance Sales Consultant
2 weeks ago
North Olmsted, Ohio, United States Allstate Kessler Insurance Group Full timeJob OverviewAllstate Kessler Insurance Group is on a growth trajectory and is seeking dedicated insurance sales consultants to enhance our sales force. Our agency prioritizes expansion, and we believe in rewarding achievements with a competitive compensation structure along with various bonus prospects. If you are eager to advance your career in insurance...
-
Experienced Supply Chain Consultant
2 weeks ago
North Olmsted, Ohio, United States Moen Full timeCompany Overview:At Moen, we are driven by the passion of our people and the strength of our teams. We work collaboratively to fulfill the dreams of home by aligning around common objectives, being adaptable to change, and maintaining accountability and integrity.Position Summary:This role is pivotal in steering the materials planning process for new product...
-
Business Development Manager
1 week ago
North Olmsted, Ohio, United States PNC Full timeAbout the RolePNC, a leading financial institution, is seeking a skilled Business Development Manager to join our Healthcare Business Banking organization in Cleveland, OH.Key ResponsibilitiesManage a portfolio of clients to grow sales, revenue, and market share.Acquire and expand client relationships to generate revenue and deepen share of wallet.Assess and...
-
Private Client Relationship Manager
12 hours ago
North Ridgeville, Ohio, United States Citizens Full timeAbout the RoleCitizens is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients.Key ResponsibilitiesClient Acquisition and Retention: Acquire new clients through leads and referrals,...
-
IT Infrastructure Specialist
5 days ago
North Ridgeville, Ohio, United States Radiant Enterprises Full timeRadiant Enterprises is a leading consulting company that values innovation and growth. As a top 10 company in its industry in Germany, we are constantly expanding our team and seeking talented professionals to join us.**Key Responsibilities**Administer and maintain storage and backup systems to ensure seamless data management.Implement proactive patch...
-
Director, Global Environmental Programs
5 days ago
North Olmsted, Ohio, United States Fortune Brands Innovations, Inc. Full timeJob SummaryFortune Brands Innovations, Inc. is a leading innovation company focused on creating smarter, safer, and more beautiful homes and improving lives. Our driving purpose is to elevate every life by transforming spaces into havens. We believe our work and our brands can have incredibly positive impacts for not just our business and shareholders, but...
-
Business Banking Team Lead
20 hours ago
Greenville, North Carolina, United States First Citizens Bank Full timeJob SummaryWe are seeking a highly skilled and experienced Business Banking Team Lead to join our team at First Citizens Bank. As a key member of our commercial lending team, you will be responsible for managing a team of support associates and overseeing various aspects of business banking operations.Key ResponsibilitiesBusiness Support: Manage a team that...
-
Financial Solutions Advisor Registration Candidate
3 months ago
North Royalton, United States Bank of America Full timeDescription : At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients...
-
Lead Financial Consultant
1 week ago
North Chicago, Illinois, United States Quatrro Business Support Services Full timeJob OverviewWhy Choose Quatrro?"Exceptional company culture with opportunities for professional growth, a competitive benefits package, and collaboration with a talented team."Role Objective:The primary responsibility is to address the accounting requirements of clients, which encompass: financial reporting, bank reconciliations, payroll integration,...
-
Lead Financial Consultant
2 weeks ago
North Bay, United States Superior Metals Manufacturing Full timeLead Financial Consultant - Aerospace SectorIf you are interested in joining a dynamic organization that is on the brink of significant expansion and offers ample opportunities for professional growth, then Superior Metals Manufacturing may be the ideal place for you. Become part of a results-driven environment that values innovation, teamwork, and...
-
Digital Banking Specialist
2 weeks ago
North Little Rock, United States First Horizon Bank Full timeLocation: On site in Knoxville, TN; Memphis, TN, or Little Rock, AR. Summary: The Digital Technology Support Representative will be the second and final point of contact to handle all technical issues for Retail Online Banking and Retail Mobile Banking. The primary duty of this position is to resolve customer issues that are not due to a system problem....
-
Digital Banking Specialist
2 weeks ago
North Little Rock, United States First Horizon Bank Full timeLocation: On site in Knoxville, TN; Memphis, TN, or Little Rock, AR. Summary: The Digital Technology Support Representative will be the second and final point of contact to handle all technical issues for Retail Online Banking and Retail Mobile Banking. The primary duty of this position is to resolve customer issues that are not due to a system problem....
-
Retail Banking Services Director
5 days ago
North Platte, Nebraska, United States Adams Bank and Trust Full timeJob SummaryWe are seeking an experienced retail banking professional to lead our banking team in Nebraska and Kansas. The ideal candidate will have a proven track record of management success and a team-centric approach.Key ResponsibilitiesDirect and oversee all retail service delivery and daily operations for multiple branch locations.Develop a cohesive...
-
Digital Banking Specialist
2 weeks ago
North Little Rock, United States First Horizon Bank Full timeLocation: On site in Knoxville, TN; Memphis, TN, or Little Rock, AR. Summary: The Digital Technology Support Representative will be the second and final point of contact to handle all technical issues for Retail Online Banking and Retail Mobile Banking. The primary duty of this position is to resolve customer issues that are not due to a system problem....
-
Digital Banking Specialist
2 weeks ago
North Little Rock, United States First Horizon Bank Full timeLocation: On site in Knoxville, TN; Memphis, TN, or Little Rock, AR. Summary:The Digital Technology Support Representative will be the second and final point of contact to handle all technical issues for Retail Online Banking and Retail Mobile Banking. The primary duty of this position is to resolve customer issues that are not due to a system problem....
-
Senior Bank Communications Specialist
2 days ago
Raleigh, North Carolina, United States Global Channel Management, Inc Full timeJob Summary:Global Channel Management, Inc is seeking a highly skilled Sr Bank Communications Specialist to join our team. As a key member of our communications department, you will be responsible for developing and implementing internal communications strategies that effectively convey the company's corporate priorities and values.Key...
-
Recruitment Consultant
1 month ago
North East, United States NES Fircroft Full timeJob Title: Recruitment Consultant Location: Wynyard Sector: UK Chemicals (Permanent Recruitment) About Us: We are a leading recruitment company with over 40 years of experience in the sector. Due to our continued growth and expansion, we are looking for a motivated Recruitment Consultant to join our dynamic team in Teesside. Role Overview: As a Recruitment...
-
Sales Consultant
5 days ago
Cary, North Carolina, United States Paychex Full timeJob SummaryWe are seeking a highly motivated and results-driven Sales Consultant to join our team at Paychex. As a Sales Consultant, you will be responsible for leveraging our key referral channels and partnerships to educate stakeholders on our services and provide consultative solutions to increase market share and drive revenue.Key ResponsibilitiesAchieve...
-
Sales Consultant
5 days ago
Hendersonville, North Carolina, United States Paychex Full timeJob SummaryWe are seeking a highly motivated and results-driven Sales Consultant to join our team at Paychex. As a Sales Consultant, you will be responsible for leveraging our key referral channels and partnerships to educate stakeholders on our services and provide consultative solutions to increase market share and drive revenue.Key ResponsibilitiesAchieve...
-
Retail Banking Manager
4 weeks ago
North Garden, United States Old Dominion National Bank Full timeJob Type Full-time Description Summary: The Retail Banking Manager oversees the sales, operations, and business development within the branch. This position serves as the lead supervisory role within the branch and is responsible for managing and developing the retail banking team. Essential Functions: • Exercise appropriate judgment when decisioning...
-
Lead Business Systems Consultant
2 weeks ago
North Chicago, Illinois, United States AbbVie Full timeCompany OverviewAbbVie is dedicated to discovering and delivering groundbreaking therapies and solutions that address significant health challenges today while preparing for the medical needs of tomorrow. Our goal is to create a profound impact on the lives of individuals across several vital therapeutic domains, including immunology, oncology, neuroscience,...
-
Senior Commercial Banking Leader
4 days ago
North Platte, Nebraska, United States Adams Bank and Trust Full timeJob SummaryWe are seeking a highly skilled and experienced Commercial Banking professional to join our team at Adams Bank and Trust. As a Senior Commercial Banker, you will play a key role in leading our Commercial Banking team and driving business growth.Key ResponsibilitiesOversee a team of Commercial Bankers in Nebraska and Kansas, providing guidance and...
-
Business Strategy Consultant
6 days ago
Raleigh, North Carolina, United States First Citizens Bank Full timeJob DescriptionJob Title: Business Strategy ConsultantJob Summary:We are seeking a highly skilled Business Strategy Consultant to join our team at First Citizens Bank. As a Business Strategy Consultant, you will play a critical role in coordinating and executing risk mitigation activities across Marketing in partnership with the Front Line Management (FRM)...
-
Lead Tax Consultant
2 weeks ago
North Providence, Rhode Island, United States Jobot Full timePosition Overview:We are seeking a dedicated and proactive individual to join our team as a Senior Tax Accountant. This role is essential for managing tax engagements for a diverse range of clients across various sectors.About Us:Our firm is a comprehensive public accounting and consulting organization that offers a wide array of services including...
-
Laurinburg, North Carolina, United States Quality Talent Group Full timeAbout the Role:Quality Talent Group is seeking a highly skilled and experienced Branch Banking Management Military Apprentice to join our team. As a Branch Banking Management Military Apprentice, you will be responsible for leading and managing a diverse team of high-performing direct reports, creating a culture that fosters engagement and generates...
-
Lead Cost Consultant
2 weeks ago
Raleigh, North Carolina, United States Turner & Townsend Full timeJob OverviewTurner & Townsend is dedicated to assisting our clients with a variety of intricate projects, overseeing all facets of financial management and project execution. Position SummaryWe are in search of a Lead Cost Consultant who possesses a wealth of experience in managing extensive Life Sciences construction initiatives. This role will serve as the...