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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client engagement and relationship-building capabilities while providing personalized banking solutions. Proficient in managing client interactions and optimizing operational accuracy in compliance with regulatory requirements.
Highest-signal resume keywords
Sales ExperienceClient-Centric EnvironmentEffective Communication SkillsCritical ThinkingNotary Commission
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account MaintenanceDigital Assisted ShoppingSelf-Service TechnologiesTransactional ActivitiesRegulatory Compliance
Soft Skills
Relationship-BuildingCollaborationTime ManagementProblem-SolvingAdaptability
Certifications & Qualifications
Notary Commission
Industry Keywords
Financial CenterPersonal BankingSmall Business SolutionsClient ExperienceOutbound Calls
About the role
Key responsibilities & impact- Serve as the first point of contact for financial center clients
- Uncover personal banking needs of individual and small business clients
- Offer appropriate banking solutions and connect clients with specialists
- Deepen client relationships through platform services
- Support clients with self-service and transactional activities
- Educate and train clients on simple transactions using self-service technologies
- Leverage resources, technologies, and processes to optimize client experience and operational accuracy
- Open accounts, perform account maintenance, and conduct Digital Assisted Shopping in compliance with laws and guidelines
- Manage client interactions in the best interests of the bank and clients while meeting regulatory requirements
- Conduct outbound calls and consistent follow-up routines
- Partner with teams to provide consumer and small business solutions, services, and strategies
Requirements
What you’ll need- Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
- Alternatively, six months in a specified Bank of America Relationship Manager, Advisor Development Program RM, Credit Solutions Advisor I, or Relationship Manager Business Owner Specialist role
- Strong work ethic and results focus
- Effective collaboration and relationship-building skills
- Strong written and verbal communication skills
- Ability to engage clients in person and by phone
- Ability to learn and adapt to new information and technology platforms
- Critical thinking and problem-solving skills
- Effective time management and ability to prioritize multiple tasks
- Must be a commissioned notary or successfully obtain a notary commission within a few months of starting
- Must be able to work weekends and/or extended hours
- Must be able to travel to any financial center within a reasonable distance
- Minimum education requirement: High School Diploma, GED, Secondary School, or equivalent
- FDIC and loan originator hiring restrictions apply
Benefits
Comp & perks- Formulaic incentive plan with monthly, quarterly, and/or annual incentive opportunities
- Benefits eligibility
- Paid time off
- Resources and support to employees
- Opportunities to learn, grow, and make an impact
- Support for physical, emotional, and financial wellness
- Recognition and rewards for performance