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 handling new and existing Practice Solutions clients as a point of contact for identifying fulfilling and servicing banking products. Key responsibilities include ensuring the success of the client by providing product knowledge and a positive experience with all banking products as they grow their business. Job expectations include working closely with clients internal partners and servicing teams and understanding recommending and fulfilling appropriate products for the client based on business needs.
Responsibilities:
Communicates with clients to identify potential banking products based on business needs
Collects and prepares documents for banking product fulfillment
Routes servicing requests to appropriate fulfillment teams
Processes and performs servicing related tasks on banking products as requested by client
Performs basic demand deposit account maintenance including check orders external name changes and signature card creation
Skills:
Account Management
Business Development
Pipeline Management
Adaptability
Collaboration
Market Analysis
Relationship Building
Required Qualifications:
Two or more years of client service experience in financial services; preferred candidates will have Practice Solutions and/or Programs experience
Bachelors degree or equivalent work experience; preferred candidates will have a degree in Business (Finance Marketing etc.)
Desired Qualifications:
Proven excellent verbal and written communication skills
Proven organizational and time management skills
Demonstrated ability to analyze issues and develop solutions
Proven experience working in a fast-paced environment as part of a larger team
Proven experience developing rapport with clients colleagues and other business partners
Excellent MS Office (Word/Excel/PowerPoint/Outlook) experience
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)Hours Per Week:
40Required Experience:
Unclear Seniority
What would you like the power to do? At Bank of America, our purpose is to help make financial lives better through the power of every connection.