Job Description:

At Bank of America, we handle the finances of over 67 million client relationships every day, including helping them save, borrow and invest for today and for their future. We stand by our clients each and every day giving them the power to realize their personal financial goals and help make their financial lives better. If you join our team, we’ll count on you to care for, advise and guide our clients when they need us most – whether they’re just starting out, buying a home, building a family, managing a small business or planning for retirement.

Job Responsibilities:

Provide clients with a personalized rewarding experience by executing a variety of defined client engagement strategies through relationship calling, in-person conversations and referrals to specialists.
Continuously learn and advance your career goals through intentional career paths to the next best role.
Grow in your current role through one-on-one coaching from Academy managers who are invested in your success and training programs that help you excel, build new skills or take on additional responsibility.
Confidently build relationships with individual and small business clients by using a defined consultative questioning approach that will help you gain in-depth knowledge of clients’ business and financial life
priorities; uncover personal banking needs; and connect them to our solutions that meet their financial goals.
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
Use resources and innovative technologies to optimize the client experience.
Grow your business knowledge and network by partnering with experts in small business, lending and investments.

Job Requirements/Qualifications:

Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.
Working knowledge of small business products and services, including credit / lending solutions.
Working knowledge as a sales representative to small business.
Retail and/or sales experience in a salary plus incentive environment.
Bank of America RM Mastery for Small Business certification completion.
An associate’s degree or bachelor’s degree in business, finance, or a related field.
Experience with financial information, spreadsheets and financial skills.