United States, Illinois, Bank Teller jobs

• Performs onboarding and maintenance of accounts and reviewing required account documentation.
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
• Reviews and approves required account documentation
• Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units
• Performs moderate levels of research, follow-up and resolution of more complex routine research requests

• Account Management
• Customer and Client Focus
• Oral Communications
• Research
• Analytical Thinking
• Attention to Detail
• Collaboration
• Problem Solving
• Prioritization
• Recording/Organizing Information
• Result Orientation

• Performs an accuracy, completeness and risk assessment of documentation or client account information, identifies and resolves any discrepancies or gaps, then approves/declines the request for account opening or maintenance according to the established written guidelines and procedures.
• Researches and resolves incomplete submissions by utilizing procedures and established guidelines and engaging support partners when needed.
• Responds to internal business partner inquiries related to requests via phone and email and escalates more challenging issues to leadership as needed.
• Understands the process flow from end to end including the reasons for each step, the process controls, the risks within the process and the upstream/downstream impacts of their work based on an understanding the work impacts other operational units.

Responsibilities:

Developing a comprehensive and in-depth understanding of the Bank of America Private Bank portfolio construction process with respect to alternative investments, including hedge funds, private equity, and real assets.

• Creating and executing a business strategy that allows the candidate to work independently in the territory alongside local Private Bank market leadership. The business strategy will also include working closely with other members of the Alternative Investments Sales Team, home office leadership, and select third-party product partners to cultivate and grow future Alts business prospects.
• Providing proactive and solutions-oriented feedback based on interactions with internal operations, marketing, product origination, risk, legal and compliance partners to enhance the overall client and PM experience.
• Staying current on trends impacting both the broader financial markets and alternative investment strategies in order to educate our clients and Private Bank PMs on underlying manager performance attribution and the importance of diversification.

Qualifications:

• 8+ years of financial services product and/or sales experience
• Knowledge of alternative investment products
• Travel throughout coverage area (3-4 days a week)
• Strong oral and written communication skills
• Self-motivated individual with a passion for alternative investments
• Undergraduate degree in Finance, Marketing or Business Administration (CFA, CAIA or MBA a plus) is preferred
• Series 7 & 66 preferred at time of hire or must be able to obtain within 120 days of start date

Skills:

• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Pipeline Management
• Relationship Building
• Collaboration
• Presentation Skills
• Prospecting
• Referral Management
• Wealth Planning
• Referral Identification

Job Responsibilities:

The Senior Treasury Sales Officer (TSO) is responsible for managing all aspects of the treasury management relationship for a complex portfolio of current and prospective global clients in the Insurance, PayTech and other Non-Bank Financial Institution segments. He or she will partner with Corporate Bankers, Product, Compliance, Credit, Risk and Service partners to present optimal global solutions to meet client objectives.

Responsibilities include:

• Focus on responsible growth of new client relationships and expansion of existing relationships by identifying and cross selling our global payment solutions within a defined risk framework
• Accountable for responsible revenue and balance growth, profitability optimization, client planning, client calling, portfolio development, pricing strategy, proposal development and delivery for a dedicated client portfolio
• Maintain a strong client focus, industry expertise, client subsector expertise and a broad understanding of bank structures
• Lead, coach, develop Treasury Sales Analyst in day to day support of client deliverables
• Be a digital ambassador driving mobile, digital and real time payments adoption
• Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking and industry data analytics
• Maintain regular client interactions with on-site or virtual meetings, industry conferences, roundtables and client events

Job Qualifications:

• Successful history of direct and comprehensive treasury management sales experience
• Demonstrates the ability to identify, evaluate and articulate payment flows and potential associated risks for a complex/high risk client segments
• Demonstrates the ability to foster strong partnerships with the core team and the ability to build a sincere rapport with client contacts
• Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction
• Effectively manages risk while balancing the needs of the client, the team, and the bank
• Able to effectively work as an individual contributor as well as a close team member in a fast paced environment
• Broad and deep familiarity with global treasury management products, services and trends
• Strong Executive presence both internally/externally with ability to lead C- suite meetings
• Minimum 6 years of relevant experience in banking, treasury, and/or finance
• Ability to travel approximately 50% of the time
• B.S./B.A. degree or equivalent work experience
• Prior experience supporting Insurance, PayTech, Mortgage or other NBFI client segments and a Certified Treasury Professional certification or equivalent preferred

Skills:

• Account Management
• Business Development
• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Critical Thinking
• Portfolio Analysis
• Presentation Skills
• Relationship Building
• Sales Strategy
• Coaching
• Collaboration
• Oral Communications
• Prioritization
• Prospecting

Responsibilities:

Developing a comprehensive and in-depth understanding of the Bank of America Private Bank portfolio construction process with respect to alternative investments, including hedge funds, private equity, and real assets.

• Creating and executing a business strategy that allows the candidate to work independently in the territory alongside local Private Bank market leadership. The business strategy will also include working closely with other members of the Alternative Investments Sales Team, home office leadership, and select third-party product partners to cultivate and grow future Alts business prospects.
• Providing proactive and solutions-oriented feedback based on interactions with internal operations, marketing, product origination, risk, legal and compliance partners to enhance the overall client and PM experience.
• Staying current on trends impacting both the broader financial markets and alternative investment strategies in order to educate our clients and Private Bank PMs on underlying manager performance attribution and the importance of diversification.

Qualifications:

• 8+ years of financial services product and/or sales experience
• Knowledge of alternative investment products
• Travel throughout coverage area (3-4 days a week)
• Strong oral and written communication skills
• Self-motivated individual with a passion for alternative investments
• Undergraduate degree in Finance, Marketing or Business Administration (CFA, CAIA or MBA a plus) is preferred
• Series 7 & 66 preferred at time of hire or must be able to obtain within 120 days of start date

Skills:

• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Pipeline Management
• Relationship Building
• Collaboration
• Presentation Skills
• Prospecting
• Referral Management
• Wealth Planning
• Referral Identification

Essential Responsibilities:

• Delivers complete solutions spanning all phases of the Software Development Lifecycle (SDLC) (design, implementation, testing, delivery and operations), based on definitions from more senior roles.
• Advises immediate management on project-level issues
• Guides junior engineers
• Operates with little day-to-day supervision, making technical decisions based on knowledge of internal conventions and industry best practices
• Applies knowledge of technical best practices in making decisions

Expected Qualifications:

• 3+ years relevant experience and a Bachelor’s degree OR Any equivalent combination of education and experience.

Travel Percent:

Actual Compensation is based on various factors including but not limited to work location, and relevant skills and experience.

The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit .

Our Benefits:

Any general requests for consideration of your skills, please