Relationship Banker - Coastal Carolinas Market
Bank of America
Job Overview Engage clients in the lobby to educate and assist with conducting transactions through self‑service resources, such as mobile banking, online banking, or ATM. Accurately and efficiently process cash transactions for clients, have deep conversations to understand their financial priorities and connect them to suitable solutions. Responsibilities Execute the bank's risk culture and strive for operational excellence. Build relationships with clients to meet financial needs. 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. Grow business knowledge and network by partnering with experts in small business, lending, and investments. Manage financial center traffic, appointments, and outbound calls effectively. Drive the client experience. Manage cash responsibilities. Required Qualifications 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. 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. Confident in educating clients on how to conduct simple banking transactions through self‑service technologies (e.g., ATM, online banking, mobile banking). Applies strong critical‑thinking and problem‑solving skills to meet clients' 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. Efficiently manages time and capacity. Focuses on results while acting in the best interest of the client. Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance. 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 & Knowledge 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 Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent. Shift & Hours 1st shift (United States of America). Hours per week: 40. #J-18808-Ljbffr Bank of America
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...True independence to manage your client relationships and investment approach while... .... Build your practice in a desirable coastal market with affluent clients and strong organic... ...Based in the greater Wilmington, North Carolina area. This is not a fully remote role....Full timeLive inWork at officeLocal areaRelocationRelocation packageFlexible hours$22.61 - $37.67 per hour
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$45.38k - $75.63k
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- ...products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with... ...reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your...
- Be at the heart of transforming visions into market-ready products, while you navigate through and solve complex challenges. In this... ...products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also...
$90k - $250k
...Collaborating with experts to develop financial acumen and expertise. Career Options Specialize in a certain field or specialty market and build credentials. Explore leadership paths while continuing a personal practice. Team up with other financial advisor practices...Full timeWork at officeLocal areaRelocationFlexible hours- ...support our continued growth and to help manage existing client relationships. Find out more about us at our website: riversedgeadvisors.com... ...goals. Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with...Remote work
- ...service advisor to help clients build financial plans and manage relationships. Candidates should have at least 7 years of financial... ...bonus, and a flexible work culture, although employer-sponsored health insurance is not provided. #J-18808-Ljbffr Bill Good MarketingFlexible hours
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- ...the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis,... ...with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of...Work experience placement
$75k
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