Description
:
This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.
Responsibilities:
• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies
• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements
Required Qualifications:
1. Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
2. In lieu of one year of sales experience, has previously held the role of 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 minimum of six months
3. Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
4. Collaborates effectively to get things done, building and nurturing strong relationships
5. Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
6. Confident in identifying solutions for helping new and existing clients based on their needs
7. Strong written and verbal communications skills
8. Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)
9. Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances
10. Applies strong critical thinking and problem-solving skills to meet clients' needs
11. Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
12. Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws)
13. Can be flexible to work weekends and/or extended hours as needed
Desired Qualifications:
14. Associate's Degree or Bachelor's Degree in business, finance or a related field
15. Experience working in a financial center where goals were met or exceeded
16. Retail and/or sales experience in a salary plus incentive environment
17. Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded
18. Experience with financial information, spreadsheets and financial skills
19. Knowledge of banking products and services
20. Strong computer skills including Microsoft applications and previous experience utilizing laptop technology
21. Bilingual Mandarin
Skills:
• Active Listening
• Business Acumen
• Customer and Client Focus
• 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:
High School Diploma / GED / Secondary School or equivalent
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and Loan Originators.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CA - Irvine - 3881 Alton PKWY (CA7226)Pay and benefits informationPay range$24.00 - $31.38 hourly pay, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.BenefitsThis 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.