Wealth Management Banking Specialist

Bank of America Corporation•Ponte Vedra Beach, FL

60d•Onsite

About The Position

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.

Requirements

Account Management
Client Solutions Advisory
Customer and Client Focus
Influence
Relationship Building
Advisory
Client Experience Branding
Executive Presence
Networking
Sales Performance Management
Attention to Detail
Pipeline Management
Presentation Skills
Prioritization
Referral Identification
High School Diploma / GED / Secondary School or equivalent

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

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