Business Development Representative
3 days ago
Are you a driven and customer-focused professional looking for a new challenge? As a Business Development Representative at Bank of America, you will be responsible for serving as the first point of contact for financial center clients, helping to uncover their personal banking needs and providing solutions tailored to their unique life priorities.
Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and delivering exceptional client care. This role requires proactive communication with clients, leveraging available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
**About the Role:**
This position is an exciting opportunity to join a dynamic team and contribute to the growth and success of our clients. As a Business Development Representative, you will have the chance to work in a fast-paced environment, collaborating with teams to provide comprehensive financial solutions to clients.
**Responsibilities:**
* Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
* Assists, educates, and trains clients on conducting simple transactions through self-service technologies
* Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
* Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
* Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements
**Requirements:**
Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, 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.
Is an 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.
Is confident in identifying solutions for helping new and existing clients based on their needs.
Has strong written and verbal communications skills.
Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone).
Has the 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.
**Desired Qualifications:**
An Associate's Degree or Bachelor's Degree in business, finance, or a related field.
Experience working in a financial center where goals were met or exceeded.
Retail and/or sales experience in a salary plus incentive environment.
Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.
Experience with financial information, spreadsheets, and financial skills.
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