Is curious, has a growth mindset and is comfortable receiving ongoing performance feedback and coaching.Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and showing empathy.Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.Manages risk in every business, product and service transaction leveraging available tools.Quotes rates, terms and programs for banking solutions.Identifies client needs for Specialist (licensed) sales functions and refer to partners (Merrill, Lending, & Small Business).Sells and fulfills banking products (examples: checking & savings accounts, credit cards, CDs, IRAs, loans).Responds to customer inquiries and concerns, creating customized solutions.Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs.Advanced Client Solutions Specialists balance service requests and sales opportunities, are experts on financial solutions, probe to understand life and financial goals, and pair new solutions and services to meet client needs.Īn Advanced Client Solutions Specialist (responsibilities) This role is responsible for connecting clients with the breadth of solutions that Bank of America offers to help achieve their financial goals in a virtual environment. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. 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.īank of America believes both in the importance of working together and offering flexibility to our employees. We’re devoted to being a diverse and inclusive workplace for everyone.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
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