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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.
Join us! 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. I work with clients to learn all about their financial priorities and goals, so I can provide guidance and solutions that will work for every stage of their life. Some days are more challenging than others, so I have to be efficient and use the expertise of my teammates.
Meeting my individual and team performance goals are important and I earn a base pay, plus incentives for meeting my goals. I manage a portfolio of clients and because building lasting relationships requires planning and coordination, sometimes I have to reach out on my own to them to fully understand their priorities and help them reach their financial goals. A big part of my job is helping my clients adapt to new digital solutions, such as helping them learn how to use our Mobile Banking app.
My job definitely requires me to think on my feet. I am always learning. From my first day to today, the award-winning Academy at Bank of America has equipped me with all the knowledge, skills and resources I need to be successful. I get to take advantage of a wide range of competitive benefits such as child care reimbursement and tuition reimbursement and I feel fortunate to work for a company that values every employee for our differences.
