Lead Banking Consultant

2 weeks ago


North Royalton, Ohio, United States Bank of America Full time

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.



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