Banking Solutions Expert

5 days ago


Scottsdale, Arizona, United States Disability Solutions Full time
About the Company

At Bank of America, we are committed to making a positive impact in the lives of our clients and the communities we serve. Our team is dedicated to delivering exceptional client experiences, fostering long-term relationships, and promoting financial wellness. As a Senior Banker, you will have the opportunity to work with a diverse range of clients, from individuals to small businesses, helping them to achieve their financial goals and improve their overall well-being.

Main Responsibilities
  1. Provide personalized service to clients, understanding their needs and preferences to offer tailored solutions
  2. Build and maintain strong relationships with clients, identifying opportunities to grow and develop their financial portfolios
  3. Stay up-to-date on industry trends, competitors, and market conditions to inform strategic decisions and improve performance
  4. Collaborate with internal stakeholders to leverage our capabilities and expertise, driving growth and innovation
  5. Ensure seamless execution of client requests, resolving issues promptly and efficiently


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
  • Confident in identifying solutions for helping new and existing clients based on their needs
  • Strong written and verbal communications skills
  • Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)
  • Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances
  • Applies strong critical thinking and problem-solving skills to meet clients' needs
  • Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
  • Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws)
  • Can be flexible to work weekends and/or extended hours as needed


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