Relationship Banker - South Portland Millcreek Financial Center jobs at Bank Of America in United States, South Portland
Discover your perfect match with Expoint. Search for job opportunities as a Relationship Banker - South Portland Millcreek Financial Center in United States, South Portland and join the network of leading companies in the high tech industry, like Bank Of America. Sign up now and find your dream job with Expoint
Company (1)
Job type
Job categories
Job title (1)
United States
State
South Portland
32 jobs found
21.11.2024
BOA
Bank Of America Financial Solutions Advisor Stage II - United States, Oregon, Portland
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
Manages an extensive portfolio of complex clients and prospects with annual revenues of $5-50 million and helps companies save, borrow, and invest for their current and future needs. Acquires, deepens,...
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
Develops talent, including proactive sourcing of candidates. Manages client traffic, engaging and appropriately routing clients, and fostering client retention. Manages business results through formalized management routines and coaching. Creates a...
::The primary role of the Financial Solutions Advisor Stage I Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary...
Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies. Communicates solutions to clients that are best suited for their...
Develops talent, including proactive sourcing of candidates. Manages client traffic, engaging and appropriately routing clients, and fostering client retention. Manages business results through formalized management routines and coaching. Creates a...
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
Position Summary
Are you a tech-savvy financial expert looking to make an impact on the banking industry? Join Bank of America’s South Portland Millcreek Financial Center as a Relationship Banker. As the first point of contact, you will be responsible for providing comprehensive financial services to clients through a wide range of banking products. You will provide guidance, understanding, and helpful technology solutions to foster long-term relationships, build loyalty, and increase client satisfaction.
Duties and Responsibilities
• Obtain an understanding of customer needs in order to make suggestions and referrals while adhering to the bank’s compliance policies
• Develop relationships by referring clients and prospects to colleagues and other business units
• Offer clients a wide range of financial services and products such as credit cards, investments, and loans
• Utilize Bank of America’s suite of digital banking tools, such as its mobile app or online bank, to help customers meet their financial goals
• Use the bank’s digital client interaction system to quickly and accurately address customer inquiries
• Provide a high level of customer service and foster long-term relationships with existing and potential customers
• Utilize financial and technology skills to conduct research, analyze customer needs, and develop technology-based product solutions
• Meet with prospective customers to discuss and identify their banking needs
Skills and Qualifications
• Bachelor’s degree in Business, Finance, or related field is required
• Previous banking and/or customer service experience
• Strong financial, analytical, and problem-solving skills
• Ability to use a PC, keyboard, and digital disbursement machine
• Developed technology and digital-banking knowledge
• understanding of the banking industry
• Ability to work in a fast-paced environment
• Excellent interpersonal, organizational, and communication skills
If you are a self-motivated, tech-savvy financial expert who wants to make a difference, Bank of America’s South Portland Millcreek Financial Center is looking for you! This is an ideal opportunity to apply your financial and customer service skills, while fostering long-term relationships with customers. If this sounds like the perfect position for you, apply to become a Relationship Banker today on Expoint.