Soacc Operations Specailist - 2nd Shift City Mo jobs at Bank Of America in United States, Downtown Kansas City

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities:

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

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

Required Qualifications:

• 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 new and existing clients based on their needs
• Communicates effectively and confidently and is comfortable engaging all clients
• Has the ability to learn and adapt to new information and technology platforms
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, 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 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 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 business-relevant Associate’s Degree such as business management, business administration or finance

High School Diploma / GED / Secondary School or equivalent

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:

• 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

Desired Qualifications:

• 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 Microsoft 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

High School Diploma / GED / Secondary School or equivalent

Job Description:

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building, and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills, you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

We’ll help you:

• Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
• Get training and one-on-one coaching from Academy managers who are invested in your success.
• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
• Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
• Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Required Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Desired Qualifications

• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Skills

• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications

Weekly Hours - Monday thru Friday, some Saturdays required

This job is responsible for resolving routine client requests through calls, chats, or emails in an inbound contact center environment. Key responsibilities include working in a challenging environment, ensuring accuracy, using logic, multi-tasking, toggling between systems, and communicating resolutions while delivering a great client experience. Job expectations include providing seamless service delivery by answering client questions, resolving problems, providing appropriate account maintenance, and looking for opportunities to deepen relationships through digital solutions.

Responsibilities:

• Identifies client needs and recommends solutions when fraud has been identified
• Records data captured during client interactions accurately
• Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis
• Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy
• Complies with industry regulations, bank procedures, integrity levels of the department's system, and financial controls

Required Qualifications:

• Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives
• Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions
• Shows commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule
• Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays
• Communicates effectively and confidently with all clients to make their financial lives better
• Ability to engage with clients - begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport and handle objections
• Comfortable receiving ongoing performance feedback and coaching
• Ability to learn and adapt to new information and technology platforms
• Minimum of an intermediate level of proficiency with computers and current technology
• 1+ years of customer/client service experience, including experience handling difficult client situations

Desired Qualifications:

• 1+ years of experience in the banking/financial industry
• 1+ years of experience working in a client service capacity​

Skills:

• Attention to Detail
• Customer Service Management
• Customer and Client Focus
• Issue Management
• Active Listening
• Adaptability
• Client Solutions Advisory
• Data Collection and Entry
• Problem Solving
• Account Management
• Analytical Thinking
• Client Experience Branding
• Fraud Management

High School Diploma / GED / Secondary School or equivalent

This job is responsible for the initial response to emergencies and critical incidents reported to the 24-hour command center. Key responsibilities include providing operational support and coordination between reporting parties and various teammates, law enforcement and vendors within the incident management policy and system framework to ensure seamless communications. Job expectations include documentation and resource management to facilitate timely response and resolution, providing administrative and logistical support, and monitoring and managing alarm and video systems.

Responsibilities:

• Responds to inbound calls into SOACC Command Center

• Documents engagement reports pertaining to physical security incidents

• Monitors and responds to security system alerts

• Manages access to monitored facilities in line with standards

• Organizes and manages information flows between reporting parties and the incident management system, ensuring data integrity, confidentiality and accessibility

Required Qualifications:

• Knowledge of Security Protocols: Understanding of security protocols and emergency response procedures.

• Crisis Management: Experience in handling crisis situations calmly and effectively.

• Must be highly organized and can handle several tasks concurrently and prioritize work appropriately.

• Ability to work in a team environment is essential.

• Rapidly analyze complex alarm and incident information from systems used by SOACC and maintain proficient operational knowledge of these systems as technology advances.

• Ability to work flexible shift schedules.

• Ability to accurately identify issues, implement effective resolutions and/or make recommendations and appropriately elevate to senior management.

• The Operations specialist must be flexible, energetic, and willing to take ownership for work performed and decisions made during the course of duty.

• High degree of professionalism with a service-minded attitude

• Strong attention to detail

• Effective interpersonal, communication and writing skills

• Demonstrated proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)

• Typing speed – 45 wpm or better

• Ability to execute on approved business strategies with appropriate management support

• Must have a valid driver’s license

• Must be able work 2nd shift hours/schedule

Desired Qualifications:

• Associate’s degree in Criminal Justice, an IT related field or equivalent work experience

• Experiences working in a Global Security Command Center

Skills:

• Active Listening

• Adaptability

• Attention to Detail

• Facilities Management

• Oral Communications

• Critical Thinking

• Customer and Client Focus

• Decision Making

• Emotional Intelligence

• Problem Solving

• Business Operations Management

• Collaboration

• Due Diligence

• Issue Management

• Written Communications

High School Diploma / GED / Secondary School or equivalent

Job Description:

Job Description:

This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction.

Responsibilities:

• Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion and helps companies save, borrow, and invest for their current and future needs
• Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships
• Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
• Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects
• Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues
• Coaches and mentors peers, while utilizing leadership skills
• Adapts to changes in sales practices and broader market and industry conditions as needed

Skills:

• Client Management
• Client Solutions Advisory
• Prospecting
• Relationship Building
• Risk Management
• Financial Analysis
• Leadership Development
• Project Management
• Referral Identification
• Sales Performance Management
• Business Development
• Client Experience Branding
• Continuous Improvement
• Data and Trend Analysis
• Pipeline Management
• Undergraduate degree desired: Majors in business, finance or economics preferred. MBA desirable

Required Skills

• Must have a minimum of 10 years’ experience in Commercial Lending or Investment Banking.
• Demonstrates ability to successfully manage an extensive portfolio of clients.
• Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions.
• Professional proven sales skills and experience, including planning, execution and follow up of client meetings.
• Strong corporate finance, capital markets and accounting acumen.
• Financial modeling experience and the completion of a formal credit training is required.
• Outstanding oral and written communication skills.
• Demonstrated leadership ability.
• Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems.
• Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 license within 180 days of start date)