Relationship Banker - Treasure Market jobs at Bank Of America in United States, Vero Beach
Bank Of America Relationship Banker - Palm Beach Lakes Financial Center United States, Florida, West Palm Beach
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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
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
- Can be flexible to work weekends and/or extended hours as needed
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
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
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)These jobs might be a good fit
Bank Of America Relationship Banker - Los Angeles Market United States, California, Long Beach
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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
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
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
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and Loan Originators.
1st shift (United States of America)These jobs might be a good fit
Bank Of America Relationship Banker - Palm Aire Financial Center United States, Florida, Pompano Beach
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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
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
- Can be flexible to work weekends and/or extended hours as needed
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
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
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)These jobs might be a good fit
Bank Of America Financial Solutions Advisor - PBG Treasure Market United States, Florida, Vero Beach
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Job Description:
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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 this position requires SAFE Act registration, employees are 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 disciplinary action up to and including termination.
Responsibilities:
• 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 solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Required Qualifications:
• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses.
• 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
These jobs might be a good fit
Bank Of America Relationship Banker - Hampton Roads Market United States, Virginia, Virginia Beach
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Job Description:
Job Description:
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
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
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
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)These jobs might be a good fit
Bank Of America Relationship Banker - Esperante Financial Center United States, Florida, West Palm Beach
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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
- Can be flexible to work weekends and/or extended hours as needed
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
These jobs might be a good fit
Bank Of America Relationship Banker - First Colonial Financial Center United States, Virginia, Virginia Beach
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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
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
- Can be flexible to work weekends and/or extended hours as needed
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
- Bilingual Spanish Preferred (fluent verbal and written)
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
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)These jobs might be a good fit
Share
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
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
- Can be flexible to work weekends and/or extended hours as needed
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
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
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)These jobs might be a good fit
