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BOA

Bank Of America Business Banking Relationship Manager SB United States, California, Newport Beach

Limitless High-tech career opportunities - Expoint
Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk. Identifies and refers specialized small business opportunities and solutions to clients while conducting...
Description:


Responsibilities:

  • Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
  • Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews
  • Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
  • Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
  • Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
  • Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
  • Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture

Required Qualifications:

  • Has proven success in consultative sales in financial services or in business-to-business sales
  • Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers
  • Is passionate about outside sales and enjoys spending time prospecting
  • Wants to enhance existing relationships and exceed sales goals
  • Can analyze financial conditions of clients and industry trends
  • Can understand and interpret financial statements and cash flow analysis
  • Has excellent communication skills and demonstrated leadership ability
  • Enjoys partnering and negotiating with a team of bank employees to solve client issues
  • Demonstrated management of a client portfolio with focus on relationship development and deepening
  • Thorough knowledge of small business financial products and services
  • Familiarity with CRM platforms and other banking systems
  • Bilingual in Vietnamese

Desired Qualifications:

  • Community leadership
  • Strong computer skills with an ability to multitask in a demanding environment
  • Undergraduate degree in business, finance or economics preferred or seven years relevant work experience
  • Bilingual in Vietnamese

Skills:

  • Client Experience Branding
  • Client Management
  • Client Solutions Advisory
  • Customer and Client Focus
  • Pipeline Management
  • Credit Documentation Requirements
  • Financial Analysis
  • Oral Communications
  • Prioritization
  • Written Communications
  • Coaching
  • Interpret Relevant Laws, Rules, and Regulations
  • Prospecting
  • Risk Management
1st shift (United States of America)

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Yesterday
BOA

Bank Of America Market Financial Center Manager - Austin North area United States, Texas, Austin

Limitless High-tech career opportunities - Expoint
Operates as a back up financial center leader within a market. Manages client traffic, engaging and appropriately routing clients, and fostering client retention. Manages business results through formalized management routines...
Description:

**This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**

:
This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource. Key responsibilities include managing as a business owner, fostering a team environment, and instilling an effective client-centric and risk culture. Job expectations include driving operational excellence, ensuring that all aspects of the financial center run effectively and cohesively.


Responsibilities:

  • Operates as a back up financial center leader within a market
  • Manages client traffic, engaging and appropriately routing clients, and fostering client retention
  • Manages business results through formalized management routines and coaching
  • Creates a world class client experience environment
  • Manages market-level initiative prescribed by market leaders
  • Drives operational excellence

Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

  • Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
  • Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
  • Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.
  • Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
  • People Manager & Coach: Knows and develops team members through coaching and feedback.
  • Financial Steward: Manages expenses and demonstrates an owner’s mindset.
  • Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.
  • Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.

Required Qualifications:

  • 1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a diverse work team
  • Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals
  • Proven customer service skills and the ability to resolve problems independently or escalate as needed to promote customer satisfaction
  • Strong financial and business acumen including experience in leading managers and interpreting financial reports to drive profitability
  • Proven record of balancing risk and making sound decisions while achieving business goals
  • Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships and demonstrate a commitment to providing personalized service
  • Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results
  • Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
  • Proficiency in computer skills and professional programs (for example, Microsoft Office)
  • Availability to work weekends and/or extended hours as required to run the business
  • Must be able to travel to any financial center within the defined market


Desired Qualifications:

  • 1+ years of management experience including hiring, coaching and developing direct reports
  • Experience in the following industries: Consumer banking/financial services, mortgage, retail and/or hospitality
  • Bachelor’s Degree in related field
  • Bilingual (fluent verbal and written)​​

Skills:

  • Coaching
  • Customer Service Management
  • Customer and Client Focus
  • Performance Management
  • Talent Development
  • Business Operations Management
  • Recruiting
  • Result Orientation
  • Risk Management
  • Sales Performance Management
  • Inclusive Leadership
  • Leadership Development
  • Prioritization
  • Problem Solving
  • Referral Management

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

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Yesterday
BOA

Bank Of America Financial Center Assistant Manager - Scottsdale Area United States, Arizona, Scottsdale

Limitless High-tech career opportunities - Expoint
Manages client traffic, engaging and appropriately routing clients, and fosters client retention. Manages business results through formalized management routines and coaching. Creates a world class client experience environment. Manages market-level...
Description:

Job Description:

**This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**


This job is responsible for managing a financial center (FC) in collaboration with senior team members, supporting the operational excellence of the FC and ensuring that all aspects run effectively and cohesively. Key responsibilities include overseeing of functions such as the smooth and efficient functioning of the teller line, day-to-day policy and procedure adherence, and improvement of financial center performance. Job expectations include ensuring that directives are implemented and taking up leadership responsibility for the financial center when teammates are absent.

Responsibilities:

  • Manages client traffic, engaging and appropriately routing clients, and fosters client retention
  • Manages business results through formalized management routines and coaching
  • Creates a world class client experience environment
  • Manages market-level initiatives prescribed by market leaders
  • Drives operational excellence by engaging employees on business strategy
  • Manages organizational priorities and effective execution

Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

  • Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
  • Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
  • Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.
  • Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
  • People Manager & Coach: Knows and develops team members through coaching and feedback.
  • Financial Steward: Manages expenses and demonstrates an owner’s mindset.
  • Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.
  • Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.

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 clients based on their needs and can resolve problems independently or bring in others as needed
  • Communicates effectively and confidently and is comfortable engaging all clients
  • Has the ability to learn and adapt to new information and technology platforms
  • 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
  • Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment
  • Can interpret performance results, find opportunities to drive success and hold others accountable to results
  • 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
  • Experience in mortgage, retail and/or hospitality
  • Experience working in an environment with individual and team goals where goals were routinely met or exceeded
  • Bilingual skills

Skills:

  • Coaching
  • Customer Service Management
  • Customer and Client Focus
  • Performance Management
  • Talent Development
  • Business Operations Management
  • Recruiting
  • Result Orientation
  • Risk Management
  • Sales Performance Management
  • Inclusive Leadership
  • Leadership Development
  • Prioritization
  • Problem Solving
  • Referral Management
1st shift (United States of America)

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Yesterday
BOA

Bank Of America Business Support Manager II United States, Florida, Tampa

Limitless High-tech career opportunities - Expoint
Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. Manager of Process & Data: Demonstrates deep process knowledge, operational...
Description:


Leads the support/administrative functions for a somewhat large department usually at a local level. Responsibilities may include budget analysis and recommendations, operations analysis, identification and resolution of work flow issues, associate training, service quality, process improvement. Resolves personnel, audit and/or budget issues by researching and analyzing unusual problems, administers bank programs and policies and provides interpretation to department. Requires an in-depth knowledge of bank policies and programs and of the departments functional operations. May direct workflow activities.

Specialized Servicing and Fulfillment Operations (SSFO) is a dynamic organization committed to delivering best-in-class care for clients and internal partners. We specialize in situations that require a compassionate touch, high attention to detail, management of high risks, adjustments for unique product or situation combinations and education of internal partners. We respond rationally, but rapidly to an ever-evolving set of products, compliance requirements, and client needs. SSFO practices process excellence in every facet of our operation and is committed to creating a work environment that drives positive employee engagement and growth.

Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

  • Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.

  • Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.

  • Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.

  • Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.

  • People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.

  • Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.

  • Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.

  • Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.

Required Qualifications:

Minimum 3+ years experience or relevant work experience

Strong partnership and relationship management skills; ability to work and effectively communicate across functions and organizational lines/levels

Prior experience managing multiple projects and adjusting to changing deadlines

Strong presentation skills and the ability to present key messages, effective recommendations, and information in a clear, concise, insightful, and influential way

Strong analytical and organizational skills with a focus on attention to detail

Ability to think strategically across the organization to identify opportunities to improve overall performance efficiency

Flexibility – ability to adjust to changing/competing priorities

Ability to decompose complex issues and drive timely decisions, knowing when to engage others for additional input, and when to act independently

Excellent written / verbal communication skills and executive presence

Advanced/Expert MS Office skills, especially Excel and PowerPoint

Extremely organized/excellent time management skills with ability to manage and prioritize competing priorities

Proven ability to develop executive ready communications and presentations that synthesize data and tell the story

Self-starter, high energy, and detail oriented; ability to work with minimal supervision

Active Listening

Attention to Detail

Critical Thinking

Written Communications

Decision Making

Oral Communications

Problem Solving

Data Management

Emotional Intelligence

Risk Management

1st shift (United States of America)

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Yesterday
BOA

Bank Of America CVL Dealer Sales - Retail Client Manager United States, Ohio, Cleveland

Limitless High-tech career opportunities - Expoint
Business Development. Client Management. Customer and Client Focus. Influence. Prospecting. Active Listening. Adaptability. Negotiation. Networking. Relationship Building. Client Solutions Advisory. Emotional Intelligence. Referral Identification. 5+ years experience selling retail financing...
Description:

Job Description:

The Retail Client Managers primary responsibility is to develop and manage dealer relationships for the purpose of increasing Auto & RV applications and loan production. The Retail Client Manager will prospect new clients, share the benefits of our program, and upon signing manage all aspects of the dealer's portfolio to ensure a mutually beneficial partnership is maintained. Secondary responsibilities include cross selling Merrill Edge, participating in local market leadership team activities, and working with DFS partners for referral opportunities. This position will also require working closely with underwriting and support staff to ensure all aspects of the market are appropriately managed. The position will require a self-motivated individual with strong communication skills, time management skills, computer skills, and the ability to perform market analysis, forecasting, and development.

Responsibilities:

• Develops and manages dealer relationships, including partnering on referral opportunities, to increase auto applications and loan production sales

• Prospects new clients, articulates the program benefits, and upon signing, manages all aspects of the dealer's portfolio to ensure a mutually beneficial partnership is maintained

• Works with underwriting and fulfillment partners to ensure all aspects of underlying risks are appropriately managed

• Executes all categories of risk management activities, including monitoring dealer activity / negative news to drive proper dealer execution and minimize risk and exposure for the bank

• Captures market intelligence and delivers feedback to leadership team

• Represents Consumer Vehicle Lending (CVL) as the face of the business in the market, hosting client engagement events and industry conferences

Skills:

  • Business Development
  • Client Management
  • Customer and Client Focus
  • Influence
  • Prospecting
  • Active Listening
  • Adaptability
  • Negotiation
  • Networking
  • Relationship Building
  • Client Solutions Advisory
  • Emotional Intelligence
  • Referral Identification

High School Diploma / GED / Secondary School or equivalent

Rqualifications :

  • 5+ years experience selling retail financing to automotive dealerships or equivalent outside sales experience
  • Strong communication and negotiation skills to effectively sell our value proposition and to maintain Dealer relationships
  • The ability to be a strong individual contributor with a team player attitude.
  • Ability to drive long distances with possible overnight stays

Desired
qualifications:

  • The ability to work independently or in a team environment
  • Established dealer relationships within the market
  • Undergraduate degree
1st shift (United States of America)

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Yesterday
BOA

Bank Of America Financial Center Manager United States, Washington

Limitless High-tech career opportunities - Expoint
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...
Description:


This job is responsible for managing a financial center and it's employees on a day-today basis. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. Job expectations include ensuring operational excellence and cohesive effectiveness.

Responsibilities:

  • 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 world class client experience environment
  • Manages market-level initiative prescribed by market leaders
  • Drives operational excellence by engaging employees on business strategy
  • Manages organizational priorities and effective execution

Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

  • Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
  • Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
  • Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.
  • Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
  • People Manager & Coach: Knows and develops team members through coaching and feedback.
  • Financial Steward: Manages expenses and demonstrates an owner’s mindset.
  • Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.
  • Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.

Skills:

  • Coaching
  • Customer Service Management
  • Customer and Client Focus
  • Performance Management
  • Talent Development
  • Business Operations Management
  • Recruiting
  • Result Orientation
  • Risk Management
  • Sales Performance Management
  • Inclusive Leadership
  • Leadership Development
  • Prioritization
  • Problem Solving
  • Referral Management

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

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Yesterday
BOA

Bank Of America Business Banking Relationship Manager-Winston-Salem NC United States, North Carolina, Winston-Salem

Limitless High-tech career opportunities - Expoint
Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk. Identifies and refers specialized small business opportunities and solutions to clients while conducting...
Description:


Responsibilities:

  • Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk

  • Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews

  • Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time

  • Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities

  • Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals

  • Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment

  • Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture

Required Qualifications:

Wants to enhance existing relationships and exceed sales goals

Can analyze financial conditions of clients and industry trends

Can understand and interpret financial statements and cash flow analysis

Has excellent communication skills and demonstrated leadership ability

Demonstrated management of a client portfolio with focus on relationship development and deepening

Familiarity with CRM platforms and other banking systems

Desired Qualifications:

  • Community leadership

  • Strong computer skills with an ability to multitask in a demanding environment

  • Undergraduate degree in business, finance or economics preferred or seven years relevant work experience

Skills:

  • Client Experience Branding

  • Client Management

  • Client Solutions Advisory

  • Customer and Client Focus

  • Pipeline Management

  • Credit Documentation Requirements

  • Financial Analysis

  • Oral Communications

  • Prioritization

  • Written Communications

  • Coaching

  • Interpret Relevant Laws, Rules, and Regulations

  • Prospecting

  • Risk Management.

Minimum Education Requirement:

High School Diploma/GED or equivalent work experience

1st shift (United States of America)

Show more

These jobs might be a good fit

Limitless High-tech career opportunities - Expoint
Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk. Identifies and refers specialized small business opportunities and solutions to clients while conducting...
Description:


Responsibilities:

  • Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
  • Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews
  • Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
  • Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
  • Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
  • Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
  • Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture

Required Qualifications:

  • Has proven success in consultative sales in financial services or in business-to-business sales
  • Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers
  • Is passionate about outside sales and enjoys spending time prospecting
  • Wants to enhance existing relationships and exceed sales goals
  • Can analyze financial conditions of clients and industry trends
  • Can understand and interpret financial statements and cash flow analysis
  • Has excellent communication skills and demonstrated leadership ability
  • Enjoys partnering and negotiating with a team of bank employees to solve client issues
  • Demonstrated management of a client portfolio with focus on relationship development and deepening
  • Thorough knowledge of small business financial products and services
  • Familiarity with CRM platforms and other banking systems
  • Bilingual in Vietnamese

Desired Qualifications:

  • Community leadership
  • Strong computer skills with an ability to multitask in a demanding environment
  • Undergraduate degree in business, finance or economics preferred or seven years relevant work experience
  • Bilingual in Vietnamese

Skills:

  • Client Experience Branding
  • Client Management
  • Client Solutions Advisory
  • Customer and Client Focus
  • Pipeline Management
  • Credit Documentation Requirements
  • Financial Analysis
  • Oral Communications
  • Prioritization
  • Written Communications
  • Coaching
  • Interpret Relevant Laws, Rules, and Regulations
  • Prospecting
  • Risk Management
1st shift (United States of America)

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Product Marketing is the process of bringing a product to market and making sure it is successful. Product Marketers are responsible for positioning the product, identifying the target market, and developing the go-to-market strategy. They work closely with the product management, sales and marketing teams to ensure that the product is communicated effectively to the target market. Product Marketers are responsible for creating and executing the product launch plan, including the development of marketing materials such as product brochures, videos, and website content. They also conduct market research and competitor analysis to understand the market and the competition. They also work with the sales team to develop the sales strategy and provide them with the necessary tools to be successful in the market. In short, Product Marketers play a critical role in bringing a product to market. They are responsible for positioning the product, identifying the target market, and developing the go-to-market strategy. They are responsible for creating and executing the product launch plan and providing the sales team with the necessary tools to be successful in the market. They work closely with the product management, sales and marketing teams to ensure that the product is communicated effectively to the target market.