Job Description

About the Job: Bank of America

At Bank of America, our purpose is to enhance financial lives through every connection. We achieve this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders daily.

Being a Great Place to Work is central to our Responsible Growth strategy. This includes our commitment to fostering an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and making a positive impact in the communities we serve.

Bank of America is committed to an in-office culture with specific attendance requirements, balanced with an appropriate level of flexibility for teammates and businesses based on role-specific considerations.

Join us to build a successful career with opportunities to learn, grow, and make an impact!

This position is open for the entire market, and the specific Financial Center location will be determined by business needs. If you receive an offer, you will train at one financial center and may subsequently move to another location within a reasonable commuting distance of your home, as permitted by applicable law.

Job Description:

This role focuses on engaging clients in the lobby to educate and assist them in conducting transactions through self-service resources, such as mobile banking, online banking, or ATMs. A key responsibility is accurately and efficiently processing cash transactions for clients as needed. Job expectations include engaging in deep conversations with clients to gain in-depth knowledge of their financial and life priorities, and connecting them to solutions that help achieve their financial goals.

Responsibilities:

• Executes the bank’s risk culture and strives for operational excellence.
• Builds relationships with clients to meet their financial needs.
• Follows established processes and guidelines in daily activities to ensure optimal outcomes for clients and the bank, adhering to all applicable laws and regulations.
• Grows business knowledge and professional network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the overall client experience.
• Manages cash responsibilities efficiently and accurately.

Required Qualifications:

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, always acting in the best interest of the client.
• Collaborates effectively to achieve goals, 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 new and existing clients based on their specific needs.
• Communicates effectively and confidently, and is comfortable engaging all clients.
• Has the ability to learn and adapt quickly to new information and technology platforms.
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (e.g., ATM, online banking, mobile banking).
• Applies strong critical thinking and problem-solving skills to meet clients’ needs.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manages time and capacity.
• Focuses on results while consistently acting in the best interest of the client.
• Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance.

Desired Qualifications:

• Experience in financial services and knowledge of the financial services industry, products, and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor’s Degree or a business-relevant Associate’s Degree such as business management, business administration, or finance.

Skills:

• Adaptability
• 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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift: 1st shift (United States of America)

Hours Per Week: 40