Market Manager jobs in United States, Tennessee, Nashville
Bank Of America Relationship Banker - Nashville Southeast Chattanooga Market United States, Tennessee, Nashville-Davidson
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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
EY Americas Tax Technology Group - Dev Manager OPEN LOCATIONS United States, Tennessee, Nashville
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Essential Functions of the Job:
- Partners with the Product Owner to own the Design, Plan, Build, and Support of one or more products in Portfolio
- Responsible for product delivery, maintenance, and escalated technical support across one or more products within Portfolio
- Ensures adoption and compliance with established Reference Architecture standards and policies
- Manages all aspects of development including estimating of LOE and managing staffing as well as execution & performance management of development team
- Plans and supports vendor management activities– vendor assurance, procurement, invoice approvals
- Coordinates with DevOps, Architecture, InfoSec and other internal teams
- Leads urgent response team to respond & resolve production issues
- Partner with the Development Leads and Architects in the creation of architecture artifacts for products within the portfolio including Infrastructure Architecture Document (IAD) and Solution Design Document (SDD)
- Drive the definition, communication, and adoption of development patterns and practices across product teams within portfolio
- Drive the effective organization and execution of product development and Urgent Response teams across the products in their portfolio
- Accountable for the delivery of one or more products within a portfolio (depending on size and complexity).
- Accountable for alignment of product development with the firm policies and standards.
- Accountable for the technical aspects of the product(s)
- Responsible for producing technical documentation/diagrams that depicting the larger ecosystem of products supporting the SSL portfolio
- Responsible for creating and maintaining the technical roadmap for the ecosystem of products supporting the portfolio
- Discover and exercise opportunities for reuse within and across portfolios.
Analytical/Decision Making Responsibilities:
- Ability to clearly articulate both problems and proposed solutions
- Proactive approach to identifying issues and presenting solutions and options, and where appropriate, leading to resolution
- Ability to prioritize personal and team workloads to best meet organizational objectives
- Empowered to make decisions and recommend approach based on the results from quality reviews
Knowledge and Skills Requirements:
- 6+ years of hands-on experience leading development teams applying agile/lean practices.
- Track record of building and delivering mission critical, 24x7 production software systems
- Deep understanding of software engineering best practices
- Strong understanding of distributed systems and web services technology
- Understanding of agile project management methodologies
- Working knowledge of data structures, algorithms, and object oriented design
- Working knowledge of REST and RPC service patterns and other client/server interaction models
- Excellent oral and written communication skills, with demonstrated results in delivering excellent technical designs
- Experience managing vendors and service providers in order to meet business and company goals.
- Experience with managing teams, onshore, remote and offshore teams to work towards development best practices.
- Experience in technical design development and review, with the ability to provide insight, guidance and review at all levels from architecture to design and code.
- Experience in development using the Microsoft .NET platform, and responsive UI technologies
- Experience building Cloud-native solutions (MS Azure preferred)
- Experience managing cross-functional disciplines of development, test and operational roles preferred
- Exposure to project management principles and methodology preferred
- Tax domain knowledge preferred
Supervision Responsibilities:
- Provide supervision and direction to team members and staff
- Delegate, coach, coordinate and lead co-workers and project team members.
- Leads a functional team with responsibility for utilization, assignments, and reports to a pillar leader
- Responsible for training and standards for functional team performance
- Has direct responsibility for supervising personnel, (i.e., sets goals, assigns work, reviews performance, and conducts career development discussions)
Other Requirements:
- Occasional overnight travel may be required
Job Requirements:
- A bachelor's degree (computer science, engineering, accounting, finance preferred) or equivalent work experience.
- Master's degree preferred
- 10-15 years of relevant experience.
- Management experience a plus
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $86,600 to $197,800. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $103,900 to $224,700. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
- Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
These jobs might be a good fit
EY Tax Senior Manager - Indirect Technology United States, Tennessee, Nashville
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US – Tax – Indirect Tax Technology and Transformation – Senior Manager - Tax Platform Engineer
As a senior manager you'll continuously enhance your proficiencies in the design, promotion and delivery of major technology tools, including application development, data acquisition and transformation, and data analytics and visualization/reporting. You'll work side-by-side with tax-technical subject matter professionals (SMPs) to develop and deploy data and technology solutions that will enable our tax-technical SMPs to efficiently and effectively deliver quality tax consulting, with timely and responsive services and work products that meet and/or exceed client expectations.
Your key responsibilities
We'll look to you to challenge the effectiveness of the tax technology strategy and approach for all engagements while developing strong relationships across a network of existing and future clients and key stakeholders. You'll identify opportunities for the use of technology to accelerate and enhance delivery of indirect tax services and actively participate as member of pursuit teams and service delivery teams supporting various client projects including working with executive-level stakeholders, developing transformative solutions, and fostering deep client relationships. You will contribute toward developing a technically diverse and talented team, all while handing activities that focus on quality and commercial value.
Skills and attributes for success
- Demonstrate characteristics of a forward-thinker and self-motivator that thrives on new challenges and adapts quickly to learning new skills
- Collect and document engagement team and client feedback; identify market events such as new client needs and competitor activity
- Develop or enhance proficiency in the use of major technology tools
- Drive overall deployment of technology services through active participation as part of pursuit and client service engagement teams
- Monitor penetration and performance of technology services and communicate to leadership
- Monitor competitive and client feedback and needs and communicate with leadership to develop appropriate responses, products, or communications
- Provide input into thought leadership
- Deliver high-quality work products within expected timeframes and on budget
- Monitor progress, manage risk, and ensure key stakeholders are kept informed about progress and expected outcomes
- Manage and motivate client engagement teams with diverse skills and backgrounds
- Take ownership of assigned tasks and monitor them until completion, including documenting requirements, configuration, testing, debugging, project profitability, and tax systems and process configuration
- Identify ways to automate manual tasks using existing financial or tax systems and emerging technologies
- Ensure the architecture of solutions is aligned with the direction of the organization in terms of technology and business strategy
- Ensure compliance to the standards for solution architecture and integration of the relevant building blocks already available
- Define a robust architecture for building new applications and releases, leveraging and enhancing existing building blocks, or creating new reusable components
- Partner with others to gather all requirements to formulate the appropriate architecture required to provide system functionality, deciding when to advocate, and when to compromise, to arrive at a mutually acceptable solution
To qualify for the role you must have
- A bachelor's degree in technology, information science, accounting, or finance and minimum of 7 years of related work experience; or a graduate degree and approximately 6 years of related work experience
- Approved technical certification, CPA license or membership to a state Bar
- Hands-on technical experience with deep expertise in architecting and delivering innovative, data-driven solutions using modern analytics and AI technologies
- Experience with developing solutions using Microsoft Azure, IBM watsonx, or Databricks stack
- A strong interest in Artificial Intelligence (AI) and emerging technologies and leveraging them to optimize and transform business processes
- Experience designing and developing scalable, high-performance databases, particularly using Microsoft SQL Server, to support robust analytics and data-driven decision-making
- Strong communication skills in managing executive stakeholders, framing value propositions, and influencing strategic decisions
- An ability to effectively communicate complex technology architecture clearly and confidently to both technical and non-technical audiences, including senior leadership and clients
- Adaptive mindset allowing for responsiveness to evolving customer needs, market conditions, and technology trends
- Strong organization and time management skills, balancing multiple priorities in a fast-paced, hybrid work environment
- Leadership experience with cross-functional project teams, mentoring less experienced personnel, and fostering a culture of high performance and innovation
- Implemented software development best practices and methodologies to ensure the delivery of quality, maintainable, and scalable solutions
- Ability to travel as required to support client engagements and foster strong, trust-based relationships
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $168,400 to $384,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $202,000 to $437,100. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
- Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
These jobs might be a good fit
Bank Of America Relationship Banker - Nashville Southeast Chattanooga Market United States, Tennessee, Nashville-Davidson
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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 - Nashville/Knoxville Market United States, Tennessee, Nashville-Davidson
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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
• Monday – Fridays and rotating Saturdays
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.
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalentSkills:
• 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
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Bank Of America Merrill Market Supervision Manager United States, Tennessee, Nashville
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Job Description:
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
What you’ll accomplish
Manage delegated compliance, administrative and business functions related to the Merrill Wealth Management Market Executive's overall managerial responsibilities for parent and associate offices
This individual functions independently, or with minimal guidance, but must keep the Market Executive informed on significant matters and must determine when the Market Executive should be directly involved
Monitor advisor and client activity including financial transactions to ensure compliance with firm and regulatory requirements and minimize risk
Coach advisors in supporting the company strategy and continuing to grow their businesses.
Responsibilities:
Performs, monitors, and demonstrates adherence to internal and external standards, policies, laws, rules, and regulations related to client advice and recommendations, sales practice activities, and conduct of market personnel
Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the bank's compliance policies and procedures
Coaches FAs, Client Associates (CAs), and other market personnel to drive adherence of policies and procedures related to the sales practice conduct
Partners with FAs, CAs, and other market personnel to manage risk of business growth initiatives, ensuring alignment with the bank's enterprise risk appetite
Required Qualifications:
Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses
Series 3, 31 licenses, if warranted
Minimum of 5+ years professional experience
Proven ability to manage risk, make sound decisions by having a deep understanding of industry regulations, supervisory requirements, policies/procedures, wealth management concepts, and financial services products
Key Qualifications for the role:
Ability to speak in terms of client needs and concerns, and coach Financial Advisors on aligning solutions to goals in a suitable and controlled way
A deep appreciation and understanding of our client centric strategy
Strong interpersonal skills to provide coaching to Financial Advisors to mitigate risk through segmentation, disciplined investment practices, and documentation
Strong analytical skills with ability to identify trends, root cause and effects, and implement improved processes to mitigate risk
Demonstrated strong and effective leadership style through clear communication and collaboration with others, making sound decisions with courage and conviction
Strong time management and organization skills with the ability to prioritize appropriately
Desired Qualifications:
Bachelor's degree or equivalent work experience
Market Supervision Manager experience, or completion of Merrill's Office Management Team Associate Development Program
Skills:
Decision Making
Influence
Negotiation
Problem Solving
Risk Management
Adaptability
Business Acumen
Collaboration
Oral Communications
Relationship Building
Business Operations Management
Client Solutions Advisory
Planning
Talent Development
Written Communications
These jobs might be a good fit
EY Tax Manager - Indirect Technology Transformation TTT open lo... United States, Tennessee, Nashville
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US – Tax – Indirect Tax Technology and Transformation – Manager
As a manager you'll continuously enhance your proficiencies in the design, promotion and delivery of major technology tools, including application development, data acquisition and transformation, and data analytics and visualization/reporting. You'll work side-by-side with tax-technical subject matter professionals (SMPs) to develop and deploy data and technology solutions that will enable our tax-technical SMPs to efficiently and effectively deliver quality tax consulting, with timely and responsive services and work products that meet and/or exceed client expectations.
Skills and attributes for success
- Demonstrate characteristics of a forward-thinker and self-motivator that thrives on new challenges and adapts quickly to learning new skills
- Collect and document engagement team and client feedback; identify market events such as new client needs and competitor activity
- Develop or enhance proficiency in the use of major technology tools
- Manage overall deployment of technology services through active participation as part of pursuit and client service engagement teams
- Monitor penetration and performance of technology services and communicate to leadership
- Monitor competitive and client feedback and needs and communicate with leadership to develop appropriate responses, products, or communications
- Deliver high-quality work products within expected timeframes and on budget
- Monitor progress, manage risk, and ensure key stakeholders are kept informed about progress and expected outcomes
- Manage and motivate client engagement teams with diverse skills and backgrounds
- Take ownership of assigned tasks and monitor them until completion
- Identify ways to automate manual tasks using existing financial or tax systems and emerging technologies
- Design technology solutions that are aligned with the direction of the organization in terms of technology and business strategy
- Partner with others to gather all requirements to formulate the appropriate architecture required to provide system functionality
To qualify for the role you must have
- A bachelor's degree in technology, information science, accounting, or finance and minimum of 5 years of related work experience; or a graduate degree and minimum 4 years of related work experience
- Approved technical certification, CPA license or membership to a state Bar
- Hands-on technical experience with expertise in delivering innovative, data-driven solutions using modern analytics and AI technologies
- Experience with developing solutions using Microsoft Azure, IBM watsonx, or Databricks stack
- A strong interest in Artificial Intelligence (AI) and emerging technologies and leveraging them to optimize and transform business processes
- Experience designing and developing scalable, high-performance databases, particularly using Microsoft SQL Server, to support robust analytics and data-driven decision-making
- Strong communication skills in managing stakeholders, framing value propositions, and influencing strategic decisions
- Adaptive mindset allowing for responsiveness to evolving customer needs, market conditions, and technology trends
- Strong organization and time management skills, balancing multiple priorities in a fast-paced, hybrid work environment
- Management experience with cross-functional project teams, mentoring less experienced personnel, and fostering a culture of high performance and innovation
- Ability to travel as required to support client engagements and foster strong, trust-based relationships
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $125,900 to $231,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $151,200 to $262,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
- Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
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
