Bank of America
Wealth Management Banking Specialist
Bank of America, Washington, District of Columbia, us, 20022
About 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. 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 elevate 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
Relationship Building and Networking
Executive Presence
Sales Performance Management
Analytical skills
Presentation skills
Influencing skills
Problem solving
Active listening and Communication skills
Relationship Building
Industry knowledge
Time management
Resilience
Collaboration
Business development focus
Ability to overcome objections.
Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent
Shift 1st shift (United States of America)
Hours Per Week 40
Pay Transparency details US - DC - Washington - 1800 K St NW - 1800 K Street NW (DC1842) Pay and benefits information Pay range $70,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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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 elevate 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
Relationship Building and Networking
Executive Presence
Sales Performance Management
Analytical skills
Presentation skills
Influencing skills
Problem solving
Active listening and Communication skills
Relationship Building
Industry knowledge
Time management
Resilience
Collaboration
Business development focus
Ability to overcome objections.
Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent
Shift 1st shift (United States of America)
Hours Per Week 40
Pay Transparency details US - DC - Washington - 1800 K St NW - 1800 K Street NW (DC1842) Pay and benefits information Pay range $70,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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