Wealth Management Banking Specialist

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 partnering with Merrill Financial Advisors (FAs) to deliver banking and borrowing solutions to their clients. Key responsibilities include creating relationships with FAs to deepen Merrill client relationships by connecting them to consumer banking solutions and providing ongoing servicing of those solutions. Job expectations include providing comprehensive banking solutions to clients, serving as a digital product expert, as well as identifying and encouraging FA client referrals to other Bank of America specialists.

Responsibilities:

• Emphasizes broader banking implications and benefits to Financial Advisors (FAs) and their teams to promote incorporation of banking into day-to-day FA practices and operations

• Partners with Financial Advisor teams to educate clients on banking products and help navigate complex client situations

• Delivers a high-quality client experience that is consistent with the expectations of a Wealth Management client by providing comprehensive financial solutions to clients, including managing expenses, building wealth, and managing debt

• Ensures exceptional client service quality delivery by supporting the operational execution of tasks and conducting follow-up routines to meet client needs

• Understands and accesses the full breadth of resources across the bank to create opportunities that meet a client's diverse financial needs

Required Qualifications:

• Demonstrates proven results exceeding goals in a client-centric, results-driven environment

• Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships and demonstrates a commitment to providing personalized service

• Has demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals

• Exhibits proven client service skills and the ability to resolve problems independently or escalate as needed to promote client satisfaction

• Can build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration

• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives

• Demonstrates initiative, a commitment to continuous learning and the ability to adapt to changing demands and requirements to grow one’s career

• Applies strong critical thinking and problem-solving skills to meet clients’ needs

• Displays strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results

• Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills

• Can learn and understand technology to assist clients with the latest in Digital and Digital banking​

Desired Qualifications:

• Experience in the financial services industry working with high-end clients providing advice on products and solutions for any stage of their lives

• Knowledge of banking (lending/savings/transactional) and investing products and services along the latest online and digital capabilities

• Prior sales experience in a salary plus incentive environment with individual goals, where goals were routinely met or exceeded

• Prior experience providing excellent service to high-end clients and excelling in that environment

Skills:

• Deposit Solutions Product Knowledge

• Customer and Client Focus

• Influence