Lead Financial Consultant

2 weeks ago


Pittsburgh, Pennsylvania, United States Bank of America Full time

Lead Financial Consultant - Monroeville Banking Center

Location: Penn Hills, Pennsylvania

Position Overview:

At Bank of America, we are driven by a shared mission to enhance financial well-being through meaningful connections. Our commitment to Responsible Growth defines our operations and how we serve our clients, team members, communities, and stakeholders daily.

We strive to create an inclusive and diverse workplace for all. We seek individuals with varied backgrounds and experiences, investing significantly in our employees and their families by providing competitive benefits that support their overall well-being.

Working at Bank of America offers you a fulfilling career with opportunities for personal and professional growth, empowering you to make a positive impact.

Key Responsibilities:

This role serves as the primary contact for clients at the financial center, identifying personal banking needs for both individual and small business clients. Responsibilities include:

  • Building and nurturing client relationships through comprehensive service offerings.
  • Assisting clients with self-service options and transactional needs.
  • Delivering exceptional client service and support.
  • Proactively engaging with clients through outreach and follow-up communications.

Required Qualifications:

  • A minimum of one year of proven sales experience in a client-focused environment.
  • Alternatively, prior experience in roles such as Relationship Manager or similar positions at Bank of America for at least six months.
  • A self-motivated individual with a strong work ethic and a focus on achieving results.
  • Ability to collaborate effectively to accomplish objectives and foster strong relationships.
  • Passion for enhancing clients' financial experiences.
  • Strong communication skills, both written and verbal.
  • Confidence in identifying solutions tailored to client needs.
  • Adaptability to new information and technology.
  • Critical thinking and problem-solving abilities to address client needs.
  • Effective time management skills to handle multiple tasks efficiently.
  • Willingness to obtain a notary commission if not already certified.
  • Flexibility to work extended hours or weekends as necessary.

Desired Qualifications:

  • Associate's or bachelor's degree in business, finance, or a related discipline.
  • Experience in a financial center environment with a track record of meeting or exceeding goals.
  • Retail or sales experience in a performance-based compensation setting.
  • Familiarity with financial products and services.
  • Proficient in computer applications, including MS Office.

Skills:

  • Active Listening
  • Business Acumen
  • Client-Centric Focus
  • Effective Oral Communication
  • Problem Solving
  • Account Management
  • Relationship Development
  • Business Development

Shift: 1st shift (United States of America)

Hours Per Week: 40

Bank of America is committed to equal employment opportunities and does not discriminate based on race, religion, gender, sexual orientation, age, national origin, or any other legally protected status. We promote a workplace free from illegal drug use and alcohol abuse, ensuring a safe environment for all employees.



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