Merrill Financial Solutions Advisor - Western Market jobs at Bank Of America
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Bank Of America Relationship Banker - Walton 's Corner Financial Center United States, Georgia, Augusta
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,...
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...
Leads the Client Process Management Process within the client team to identify new business development opportunities. Sources new clients in alignment with the bank's established risk appetite. Leads the client...
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...
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...
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...
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...
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,...
As a Financial Solutions Advisor in Bank of America's Western Market, you'll be part of a dynamic team delivering exceptional experiences for our clients while providing highly tailored guidance on investments and financial needs. As part of a unified team, you’ll be dedicated to helping our clients find solutions and achieve financial success.
You’ll use Merrill Financial Solutions Strategies to provide comprehensive guidance on financial needs, investments and banking solutions. You’ll inquire about a client’s current financial position and how they would like to use their resources – such as upcoming needs, goals or objectives. You’ll then identify strategies and solutions to meet each client’s individual needs. You’ll proactively call out opportunities to deepen relationships with clients and turn those opportunities into action.
You’ll demonstrate strong technical skills to build and maintain exceptional client relationships utilizing the latest digital tools - like video and messaging - to discover opportunities for client growth. You’ll stay informed of the latest financial trends and showcase knowledge in a range of products and services from Merrill and Bank of America. You’ll also use our cutting edge technological data platform, Expoint, to help advise clients on the latest financial strategies.
This is an amazing opportunity to join a client-centered team in the fast-paced banking industry. Utilizing your expertise in financial services, you’ll be a trusted advisor to our clients. As a Financial Solutions Advisor, you’ll be empowered to use technology, processes and tools to take ownership of client interactions and solutions. Get ready to jump in and get your hands dirty - we’re looking for motivated individuals who want to make a difference. This is your chance to make a meaningful career move.