Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America 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.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, Safe Act/Loan Originators and FINRA.

Responsibilities:

Recommends financial advice and guidance that align with client financial goals and needsBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique prioritiesConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsMakes decisions on client requests and makes referrals to appropriate internal partners based on client needs Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience

Required Qualifications:

Has demonstrated experience and proven success with business-to-business sales and/or small business bankingHas strong communication skills with the ability to effectively influence clientsHas effective customer service skills with ability to manage the full client end-to-end experience and problem resolutionHas a proven sales track recordCan build productive partnerships and working relationshipsIs experienced with outbound phone salesBilingual Mandarin

Desired Qualifications:

Experience with financial information, spreadsheets and financial skillsExperience with in-person customer service and salesExperience working with small business clientsExperience meeting or exceeding goalsA working knowledge of small business products and services

Skills:

Client ManagementClient Solutions AdvisoryCustomer and Client FocusReferral IdentificationRisk ManagementClient Experience BrandingCredit Documentation RequirementsCredit and Risk AssessmentPipeline ManagementReferral ManagementAttention to DetailCollaborationIssue ManagementProspectingRelationship Building

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position:

FDIC; Safe Act; Loan Originators

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week: 

40