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 include partnering with teams to provide financial center clients with consumer and small business solutions, assisting and training clients on self-service technologies, leveraging resources and technologies to optimize client experience, adhering to processes and regulations in daily activities such as account opening and maintenance, managing client interactions with regulatory compliance. Required qualifications include minimum one year sales experience in a relationship-oriented environment or equivalent Bank of America roles, strong motivation and work ethic, collaboration skills, passion for client financial improvement, communication skills, adaptability, critical thinking, time management, ability to obtain notary commission, flexibility for weekend/extended hours, and bilingual Spanish. Desired qualifications include associate's or bachelor's degree in business or finance, financial center experience, retail/sales experience, knowledge of banking products, and strong computer skills. The role requires a high school diploma or equivalent and is subject to FDIC and Loan Originators hiring restrictions.
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