Wealth Management Banking Specialist- Southern VIrginia area
Company: Bank of America
Location: New York
Posted on: February 26, 2021
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Job Description:
Wealth Management Banking Specialist- Southern VIrginia area Job
Description:At Bank of America, our goal is to connect with and
grow our relationships with individuals and businesses across the
country. Each day, we engage with 67 million clients through a
growing number of Client Professionals teamed with our world-class
digital platform. We are looking to provide advice for our clients
when they need us most - whether they're just starting out, buying
a home, building a family, financing and growing a business or
planning or investing for retirement. As part of our commitment,
we're looking for the next generation of Wealth Management Banking
Specialists -those with a passion for growing a long-term career
and a drive to make our clients' financial lives better.
If you're passionate about helping clients reach their financial
goals, join Bank of America's Wealth Management Banking Specialists
in one of Merrill's office locations nationwide. Wealth Management
Banking Specialists partner with our Merrill Financial Advisors to
provide comprehensive financial solutions to individual wealth
management clients with assets generally in the range of $1-10
million. This includes all lending, saving, financing and
transaction solutions as well as serving as the expert on all our
Digital solutions (mobile and online). Wealth Management Banking
Specialists also assist our Financial Advisor teams in navigating
complex client situations to ensure our clients are provided the
best client experience.
As part of our team, you'll have access to industry leading
financial solutions and a team of dedicated product specialists -
all designed to meet the unique life priorities of your clients -
priorities like managing operating expense, building wealth,
financing, managing debt, buying a home, saving for college or
planning for unexpected life events. As part of our team, you will
benefit from personal coaching, a host of career opportunities,
robust training programs and ongoing development and future career
path opportunities.
From day one, you'll receive training from our award-winning
Academy at Bank of America. This program delivers hands-on
practice, personalized coaching and classes that will help you
become the specialist you want to be. With demonstrated success,
you have unlimited career growth and the opportunity to advance in
many roles within our company.
We'll help you
--- Build a successful career at Bank of America through
world-class training and onboarding programs that set you up for
continued success now and in the future.
--- Continuously learn and grow, with ongoing career development
support and opportunities for career advancement throughout our
company.
--- 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.
--- Grow your business knowledge and network by partnering with
other experts in business, lending and investments.
--- Enhance your knowledge on core banking and investment solutions
and connect clients to all of the solutions we provide.
We're a culture that
--- Believes in responsible growth and has a proven dedication to
supporting our clients and the communities we serve.
--- Provides continuous training and developmental opportunities to
help people achieve their goals, whatever their background or
experience.
--- Rewards career-minded individuals who can work independently or
within a team-based environment.
--- Believes diversity makes us stronger, so we can reflect,
connect to and meet the diverse needs of our clients and customers
around the world.
--- Is committed to advancing our programs, tools, technology, and
ways of working together on behalf of the client.
--- Always put our clients first to excel at serving their evolving
needs.Required skills:
--- 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 demonstrate 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
--- Is able to 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 your 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
--- Is able to learn and understand technology to assist clients
with the latest in Digital and Digital banking
Desired skills:
--- 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 environmentShift:1st shift (United
States of America)Hours Per Week:--40 Full time 20056685 About Us
At Bank of America , we're creating real, meaningful relationships
with individuals, businesses and communities to help them focus on
what matters most. We serve approximately 66 million consumer and
small business clients , using our skills and expertise to help
make their lives better. We are committed to attracting and
retaining top talent around the world to ensure we continue to
deliver together for our customers, clients and communities. Along
with taking care of our customers, we want to be a great place for
people to work, and we strive to create an environment where all
employees have the opportunity to achieve their goals. Partnering
Locally
Learn about some of the ways Bank of America is making a difference
in the communities we serve. Global Impact
Learn about the six areas that guide Bank of America's efforts to
help make financial lives better for customers, clients,
communities and our teammates. Diversity and Inclusion
Each employee brings unique skills, background and opinions. We see
diversity and inclusion as our platform for innovation and a key
component in our success. Our Values
Learn about our four values that represent what we believe.
Keywords: Bank of America, New York , Wealth Management Banking Specialist- Southern VIrginia area, Executive , New York, New York
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