Bank of America - Naples, FL
posted 2 months ago
Full-time - Entry Level
Naples, FL
Credit Intermediation and Related Activities
About the position
The position at Bank of America involves engaging clients in the lobby to educate and assist them with transactions through self-service resources like mobile banking, online banking, or ATMs. The role focuses on building relationships with clients, understanding their financial needs, and providing solutions that align with their financial goals while ensuring compliance with established processes and regulations.
Responsibilities
- Executes the bank's risk culture and strives for operational excellence
- Builds relationships with clients to meet financial needs
- Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Grows business knowledge and network by partnering with experts in small business, lending, and investments
- Manages financial center traffic, appointments, and outbound calls effectively
- Drives the client experience
- Manages cash responsibilities
Requirements
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
- Collaborates effectively to get things done, building and nurturing strong relationships
- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
- Is confident in identifying solutions for new and existing clients based on their needs
- Communicates effectively and confidently, and is comfortable engaging all clients
- Has the ability to learn and adapt to new information and technology platforms
- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies
- Applies strong critical thinking and problem-solving skills to meet clients' needs
- Efficiently manages time and capacity
- Focuses on results, while acting in the best interest of the client
- Can be flexible to work weekends and/or extended hours as needed
Nice-to-haves
- Experience in financial services and knowledge of financial services industry, products and solutions
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
- Six months of cash handling experience
- Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Benefits
- Competitive benefits to support physical, emotional, and financial well-being
- Opportunities to learn and grow
- Flexible working arrangements
