Banking Manager

Banking Manager

Career Opportunity Offered by Bank of America:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Job Description:Banking Manager

The main duty entails serving as the initial point of contact for clients at financial centers, assisting in identifying the personal banking needs of individual and small business clients, proposing appropriate solutions, and connecting clients with specialists. Core responsibilities include strengthening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client service. Expectations for this role include proactively engaging with clients through outbound calls and maintaining consistent follow-up processes.

Required Qualifications:

• Must possess a minimum of one year of proven sales experience in a client-centric and relationship-based environment. Alternatively, must have previously been employed as a Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a period of at least six months.
• Displays an eager and motivated attitude, coupled with a solid work ethic, to deliver impactful results that align with client expectations.
• Collaborates efficiently to achieve objectives, constructing and fostering robust relationships.
• Illustrates a strong passion and drive to deliver an enriched financial experience that positively impacts our clients.
• Displays a sense of certainty in determining ways to help new and established clients according to their needs.
• Exhibits strong communication skills in both spoken and written formats.
• Shows confidence and ease in communication, ensuring effective engagement with clients in diverse settings.
• Exhibits the capability to grasp and conform to updated data, digital platforms, cope with uncertainty, and alter approaches to varying scenarios.
• Utilizes strong analytical thinking and issue resolution skills to cater to clients' needs effectively.
• Displays effectiveness in time management, organization, prioritization, and handling multiple tasks simultaneously.
• The position necessitates being a commissioned notary or having the capability to secure a notary commission shortly after entering the role, with the specific timeframe varying based on the state's legal requirements.
• Willing to accommodate weekend and/or extended hour requirements as requested.

Desired Qualifications:

• Qualifications in business, finance, or a related area obtained through an Associate's or Bachelor's degree.
• Background in a financial center where performance consistently exceeded predefined goals.
• In-depth understanding of engaging in retail or sales activities that involve a base income coupled with incentive structures.
• Hands-on exposure to a workplace culture dedicated to meeting or surpassing individual and team objectives.
• Familiarity with financial information, spreadsheets, and financial aptitude.
• Knowledge about the diverse array of financial options and services offered by banks.
• Demonstrates a high level of proficiency in Microsoft applications and has practical experience with laptop technology

Responsibilities:

• Joining forces with teams to supply financial center clients with a variety of consumer and small business solutions, services, and tactics to address their personal banking requirements and assist them in navigating their unique life goals
• Helping, training, and educating customers on the process of conducting basic transactions through self-service technologies
• Takes advantage of the resources, technologies, and processes at hand to enhance the client's experience and achieve operational excellence with precision
• Adheres to prescribed methods, laws, and instructions when performing regular duties like initiating accounts, maintaining account information, and utilizing Digital Assisted Shopping
• Guides customer engagements by selecting the most beneficial course of action for both the bank and its clients, while ensuring adherence to all regulatory obligations

Essential Skills:

• Active Listening
• Business Acumen
• Customer and client focus revolves around providing personalized experiences that cater to their preferences
• 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:

Successful completion of secondary school education, GED program, or similar qualification is a prerequisite

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