Senior Banker

4 weeks ago

Ponte Vedra Beach, United States Bank of America Full time

Description

:
This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.

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

Required Qualifications:
• 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.
• Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role (five months for employees with a work location of New York, six months for employees with a work location of Nevada, eight months for employees with a work location of California or Pennsylvania).
• Can be flexible to work weekends and/or extended hours as needed.

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.
• Knowledge of banking products and services.
• Strong computer skills including MS applications and previous experience utilizing laptop technology.

Skills:
• Active Listening
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management

Shift:

1st shift (United States of America)

Hours Per Week: 

40

  • Senior Business Banking Relationship Manager

    3 days ago

    Palm Beach, United States First Horizon National Corporation Full time

    Location: On site in Palm Beach, FL Summary The Business Banking Relationship Manager, Sr is a high-level banker role responsible for developing, managing, and expanding business relationships for a portfolio of small to midsized businesses. Provides Relationship Manager, Business, Banking, Relationship, Manager, Senior, Business Services

  • Investment Manager

    4 weeks ago

    West Palm Beach, United States ONE SEARCH Full time

    Our client is an entrepreneurial developer, owner, operator of renewable energy and energy storage projects, backed by significant private markets investment. As a part of firm-wide growth initiatives, the firm is currently looking to make their first full-time hire dedicated to capital markets, project finance, and broader corporate finance...

  • Investment Manager

    4 weeks ago

    West Palm Beach, United States ONE SEARCH Full time

    Our client is an entrepreneurial developer, owner, operator of renewable energy and energy storage projects, backed by significant private markets investment. As a part of firm-wide growth initiatives, the firm is currently looking to make their first full-time hire dedicated to capital markets, project finance, and broader corporate finance...

  • Senior Private Banker

    1 week ago

    Palm Beach Gardens, United States WolfCreek Consulting Full time

    Job Description Job Description Overview: The Private Banking Officer serves as relationship manager for a portfolio of high net worth individuals, including, but not limited to Attorneys, CPAs, Physicians and entrepreneurs. Meets and exceeds goals by developing new loans and depository business from prospects and existing clients. Cross-sells bank products,...

  • Senior Private Banker

    4 weeks ago

    Palm Beach Gardens, United States Wolfcreek Consulting Inc Full time

    Job DescriptionJob DescriptionOverview:The Private Banking Officer serves as relationship manager for a portfolio of high net worth individuals, including, but not limited to Attorneys, CPAs, Physicians and entrepreneurs. Meets and exceeds goals by developing new loans and depository business from prospects and existing clients. Cross-sells bank products,...

  • Investment Banking – Southeast Region – Managing Director

    6 days ago

    Palm Beach, United States JPMorgan Chase & Co. Full time

    We are seeking a seasoned Managing Director to join our industry-leading Investment Banking team. As a Managing Director in Investment Banking, you will play a vital and accountable role in leading the strategic dialogue with clients. You will be responsible for sourcing and executing . Morgan’s Investment Banking products including M&A, Equity and...

  • Investment Banking Analyst

    1 week ago

    Delray Beach, United States Enterprise Recruiting Full time

    Job Description Job Description Summary Middle-Market Investment Bank & Advisory firm is looking for an Investment Banking Analyst/Associate to join their team onsite in Delray Beach, FL. The Investment Banking Analyst will assist across a variety of different transactions focusing on analytical support, research, and marketing materials. We are looking for...

  • Sr Merchant Integration Officer

    4 weeks ago

    Deerfield Beach, United States Bank of America Full time

    Job Description:The Merchant Integration Officer serves as the technical integration specialist and solution architect for our GBAM clients and prospects. The Merchant Integration Officers primary objective is to understand our clients ecosystem, our solutions (Fiserv and BofA) and develop, implement and provide ongoing advisory to clients and prospects on...

  • Sr Merchant Integration Officer

    3 weeks ago

    Deerfield Beach, Florida, United States Bank of America Full time

    Job Description:The Merchant Integration Officer serves as the technical integration specialist and solution architect for our GBAM clients and prospects. The Merchant Integration Officers primary objective is to understand our clients ecosystem, our solutions (Fiserv and BofA) and develop, implement and provide ongoing advisory to clients and prospects on...

  • Investment Banking Analyst

    3 weeks ago

    Delray Beach, United States Enterprise Recruiting Company Full time

    Job DescriptionJob DescriptionSummaryMiddle-Market Investment Bank & Advisory firm is looking for an Investment Banking Analyst/Associate to join their team onsite in Delray Beach, FL.The Investment Banking Analyst will assist across a variety of different transactions focusing on analytical support, research, and marketing materials. We are looking for an...

  • Investment Banking Analyst

    2 weeks ago

    Delray Beach, United States Enterprise Recruiting Company Full time

    Job DescriptionJob DescriptionSummaryMiddle-Market Investment Bank & Advisory firm is looking for an Investment Banking Analyst/Associate to join their team onsite in Delray Beach, FL.The Investment Banking Analyst will assist across a variety of different transactions focusing on analytical support, research, and marketing materials. We are looking for an...

  • Investment Banking Analyst

    4 weeks ago

    Manhattan Beach, United States ECHELON Partners Full time

    Responsibilities:As an Analyst, you will be integrally involved in all aspects of the company’s three core businesses: investment banking, consulting, and valuation. ECHELON Analysts are involved in a diversity of related tasks which include:·        Sourcing and executing deals·        Delivering written and oral evaluations of business...

  • VP Commercial Banking BRO

    5 days ago

    West Palm Beach, United States FirstBank Full time

    BUSINESS RELATIONSHIP OFFICER Job SummaryExecute integrated sales, service and relationship strategies to support growth and retention of business customers. Develops new-to-bank business relationships as well as cross-marketing of services to existing clients through segment-based sales plans to achieve revenue growth targets and maximize operating...

  • VP Commercial Banking BRO

    6 days ago

    West Palm Beach, United States FirstBank Full time

    BUSINESS RELATIONSHIP OFFICER Job SummaryExecute integrated sales, service and relationship strategies to support growth and retention of business customers. Develops new-to-bank business relationships as well as cross-marketing of services to existing clients through segment-based sales plans to achieve revenue growth targets and maximize operating...

  • Outsourced Services Manager

    3 weeks ago

    West Palm Beach, United States EisnerAmper Full time

    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you’ll love from top to bottom – we give you the tools you need to...