2,681 Banking jobs

Nov 14, 2018
Compliance Analyst- Washington, DC Featured
Serve as a Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) compliance analyst. Assist with the evaluation of financial regulatory information, including evaluating for BSA compliance. Review regulatory filings by financial institutions, including currency transaction reports (CTRs) and suspicious activity reports (SARs). Conduct regulatory, intelligence, and law enforcement research in support of possible civil enforcement actions. Use analytical and writing expertise to draft or review complex legal memoranda and other documents, including administrative summons, case assessments, notification letters, charging letters, and consent orders that support enforcement actions and administrative penalties. Gather supporting information from financial regulators, financial institutions, law enforcement, and other areas to evaluate and make a determination of compliance and enforcement actions. Assist with preparing matters for federal district court litigation. Requirements:   •2+ years of experience with implementing or analyzing financial regulatory compliance programs. •2+ years of experience with working on complex regulatory matters, including the development of civil enforcement actions. •2+ years of experience with investigating and documenting instances of noncompliance by financial institutions. •Knowledge of BSA and AML regulations and equivalent compliance programs implemented by regulated institutions. •Knowledge of conducting investigations, examinations, or audits of financial institutions. •Knowledge of the analysis of people, activities, methods, or trends, including money laundering, financial crime or other illicit activities. •BA or BS degree. •Ability to write concisely and clearly with minimal editing. •Possession of excellent Microsoft Office skills, including PowerPoint and SharePoint. •Clearance: Secret    Security clearance is required at the time of application. Email your resume to HR@mcmanis-monsalve.com
McManis and Monsalve Associates Washington, , United States
Nov 14, 2018
Sanctions Investigation Support – Mid-Level-Washington, D.C. /Treasury Department Featured
We are looking for an expert in  sanctions enforcement to support the Treasury Department, in particular, FinCEN,  drawing upon extensive experience in this specific area. Candidate should be able to anticipate new requirements, make recommendations for actions, and provide support and advice to less experienced contractor personnel. This individual will advise the Treasury on methods and strategies to improve the team’s efforts and to enhance the Sanctions Enforcement program.    Job Requirements: Eight years of professional experience and an advanced degree is required.   To apply, please send resume to: hr@mcmanis-monsalve.com   We are an Equal Opportunity Employer.  All qualified applicants will receive consideration without regard to race, color, religion, gender, national origin, age, disability, veteran status or any other status protected by law.
McManis and Monsalve Associates Washington, , United States
May 21, 2018
Non-Tenure Track Faculty Position (open rank) - Department of Banking and Finance Featured
The Banking & Finance Department at the Weatherhead School of Management at Case Western Reserve University invites applications for a non-tenure track faculty position at the rank of Professor, Associate Professor or Assistant Professor, for appointments beginning in academic year 2018-2019. JOB QUALIFICATIONS: We seek candidates with potential for excellence in teaching at the graduate and the undergraduate programs, across a broad range of courses in finance, especially quantitative, financial big data analytics and fintech courses. We prefer candidates with prior teaching experience as well as evidence of teaching excellence. We also prefer candidates with relevant professional work experience. The candidate should have a graduate degree in finance, business or a related area. A doctoral degree and any research experience would be a plus. SALARY: Compensation is based on qualifications and experience and is competitive with our peers. ABOUT THE SCHOOL: For more information about the Weatherhead School of Management and the Banking & Finance Department, see: http:/weatherhead.case.edu/ and http://weatherhead.case.edu/academics/departments/Banking-and-Finance/ APPLICATION DEADLINE AND PROCEDURE: Open until filled. Please direct inquiries and submit electronic materials (a letter of interest, a curriculum vitae, any evidence of teaching effectiveness, and three letters of reference) to Ms. Tedda Nathan, Department Administrator of the Banking & Finance Department, bafirecruit@case.edu. In employment, as in education, Case Western Reserve University is committed to Equal Opportunity and Diversity. Women, veterans, members of underrepresented minority groups, and individuals with disabilities are encouraged to apply. Case Western Reserve University provides reasonable accommodations to applicants with disabilities. Applicants requiring a reasonable accommodation for any part of the application and hiring process should contact the Office for Inclusion, Diversity and Equal Opportunity at 216-368-8877 to request a reasonable accommodation. Determinations as to granting reasonable accommodations for any applicant will be made on a case-by-case basis.
Case Western Reserve University Cleveland, OH, USA Full-Time
Dec 16, 2018
West Eastvale - Relationship Banker - Bilingual Mandarin Preferred - Eastvale, Ca ( Corona Market)
Job Description: Relationship bankers (RBs) are located in the financial center and are responsible for assisting and educating customers on self-service banking options (for example, mobile, online, ATM) and building and deepening customer relationships. RBs are also trained in cash transactions and may be asked to process these transactions both accurately and efficiently when needed. Primary Responsibilities: •Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through self-service technologies •Work with retail customers to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs •Open deposit accounts and sell banking products (examples: credit cards, CDs, IRAs, loans) •Quote rates, terms and programs for loan customer requests •Respond to customer inquiries and concerns, creating customized solutions •Recognize and refer cross-sell opportunities •Refer opportunities to appropriate specialist •Ensure customers/clients are connected to the appropriate teammate to help them achieve their financial goals; make sure all sales, service and specialized needs are met; and help drive overall revenue growth •Ensure the customer's needs are met by partnering with specialists and business partners to understand what they offer to customers and the most effective way to generate business referrals (examples: customer's banking, small business, mortgage and investment needs) •During times of high customer traffic, process transactions accurately and efficiently to build customer confidence and trust, based on established policies and procedures •Leverage available resources and technologies (such as tablets and bank by appointment) to optimize the customer experience and serve our customers with operational excellence and accuracy •Proactively manage risk in every business, product and service transaction leveraging available tools Required skills: - Skilled at and/or aptitude for assessing customer/client needs, providing applicable solutions/recommendations, and building customer relationships based on mutual trust to optimize sales opportunities to new and existing customers/clients - Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration in a virtual or face-to-face environment - Thrive on engaging with customers; can begin a conversation, handle objections, demonstrate patience to teach and so forth - Actively use and leverage current technologies to better understand the technology solutions available to improve our customers' financial lives - Ability to learn and understand technology to assist customers with self-service needs - Apply strong critical thinking and problem-solving skills to meet customers' needs - Available to work weekends and/or extended hours as required to run the business - Demonstrate initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements - Displays passion, commitment and drive to deliver an experience that improves our customers' financial lives - Ability to understand and implement process and/or regulatory requirements during all interactions with customers (examples: Anti-Money Laundering, appropriate disclosures.) - Excellent oral and written communication skills with strong influencing skills - Pass relationship banker pre-employment assessment - Bilingual (fluent verbal and written) skills where applicable - Ability to engage customers for long periods of time - All relationship bankers must be certified in the requirements of the role. The certification process will be designed to validate associates' proficiency, meaning their ability to perform the critical job tasks and demonstrate the key "how" behaviors. Desired skills: - 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 degree (examples: business management, business administration, finance) - Financial/Banking center experience
Bank Of America Eastvale, CA, USA Full-Time
Dec 16, 2018
Rancho Penasquitos - Relationship Banker - San Diego, Ca - North San Diego Corridor market
Job Description: Relationship bankers (RBs) are located in the financial center and are responsible for assisting and educating customers on self-service banking options (for example, mobile, online, ATM) and building and deepening customer relationships. RBs are also trained in cash transactions and may be asked to process these transactions both accurately and efficiently when needed. Primary Responsibilities: •Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through self-service technologies •Work with retail customers to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs •Open deposit accounts and sell banking products (examples: credit cards, CDs, IRAs, loans) •Quote rates, terms and programs for loan customer requests •Respond to customer inquiries and concerns, creating customized solutions •Recognize and refer cross-sell opportunities •Refer opportunities to appropriate specialist •Ensure customers/clients are connected to the appropriate teammate to help them achieve their financial goals; make sure all sales, service and specialized needs are met; and help drive overall revenue growth •Ensure the customer's needs are met by partnering with specialists and business partners to understand what they offer to customers and the most effective way to generate business referrals (examples: customer's banking, small business, mortgage and investment needs) •During times of high customer traffic, process transactions accurately and efficiently to build customer confidence and trust, based on established policies and procedures •Leverage available resources and technologies (such as tablets and bank by appointment) to optimize the customer experience and serve our customers with operational excellence and accuracy •Proactively manage risk in every business, product and service transaction leveraging available tools Required skills: - Skilled at and/or aptitude for assessing customer/client needs, providing applicable solutions/recommendations, and building customer relationships based on mutual trust to optimize sales opportunities to new and existing customers/clients - Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration in a virtual or face-to-face environment - Thrive on engaging with customers; can begin a conversation, handle objections, demonstrate patience to teach and so forth - Actively use and leverage current technologies to better understand the technology solutions available to improve our customers' financial lives - Ability to learn and understand technology to assist customers with self-service needs - Apply strong critical thinking and problem-solving skills to meet customers' needs - Available to work weekends and/or extended hours as required to run the business - Demonstrate initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements - Displays passion, commitment and drive to deliver an experience that improves our customers' financial lives - Ability to understand and implement process and/or regulatory requirements during all interactions with customers (examples: Anti-Money Laundering, appropriate disclosures.) - Excellent oral and written communication skills with strong influencing skills - Pass relationship banker pre-employment assessment - Bilingual (fluent verbal and written) skills where applicable - Ability to engage customers for long periods of time - All relationship bankers must be certified in the requirements of the role. The certification process will be designed to validate associates' proficiency, meaning their ability to perform the critical job tasks and demonstrate the key "how" behaviors. Desired skills: - 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 degree (examples: business management, business administration, finance) - Financial/Banking center experience
Bank Of America San Diego, CA, USA Full-Time
Dec 16, 2018
Scripps Miramar - Relationship Banker - Bilingual Spanish Preferred - San Diego, Ca - North San Diego Corridor
Job Description: Relationship bankers (RBs) are located in the financial center and are responsible for assisting and educating customers on self-service banking options (for example, mobile, online, ATM) and building and deepening customer relationships. RBs are also trained in cash transactions and may be asked to process these transactions both accurately and efficiently when needed. Primary Responsibilities: •Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through self-service technologies •Work with retail customers to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs •Open deposit accounts and sell banking products (examples: credit cards, CDs, IRAs, loans) •Quote rates, terms and programs for loan customer requests •Respond to customer inquiries and concerns, creating customized solutions •Recognize and refer cross-sell opportunities •Refer opportunities to appropriate specialist •Ensure customers/clients are connected to the appropriate teammate to help them achieve their financial goals; make sure all sales, service and specialized needs are met; and help drive overall revenue growth •Ensure the customer's needs are met by partnering with specialists and business partners to understand what they offer to customers and the most effective way to generate business referrals (examples: customer's banking, small business, mortgage and investment needs) •During times of high customer traffic, process transactions accurately and efficiently to build customer confidence and trust, based on established policies and procedures •Leverage available resources and technologies (such as tablets and bank by appointment) to optimize the customer experience and serve our customers with operational excellence and accuracy •Proactively manage risk in every business, product and service transaction leveraging available tools Required skills: - Skilled at and/or aptitude for assessing customer/client needs, providing applicable solutions/recommendations, and building customer relationships based on mutual trust to optimize sales opportunities to new and existing customers/clients - Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration in a virtual or face-to-face environment - Thrive on engaging with customers; can begin a conversation, handle objections, demonstrate patience to teach and so forth - Actively use and leverage current technologies to better understand the technology solutions available to improve our customers' financial lives - Ability to learn and understand technology to assist customers with self-service needs - Apply strong critical thinking and problem-solving skills to meet customers' needs - Available to work weekends and/or extended hours as required to run the business - Demonstrate initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements - Displays passion, commitment and drive to deliver an experience that improves our customers' financial lives - Ability to understand and implement process and/or regulatory requirements during all interactions with customers (examples: Anti-Money Laundering, appropriate disclosures.) - Excellent oral and written communication skills with strong influencing skills - Pass relationship banker pre-employment assessment - Bilingual (fluent verbal and written) skills where applicable - Ability to engage customers for long periods of time - All relationship bankers must be certified in the requirements of the role. The certification process will be designed to validate associates' proficiency, meaning their ability to perform the critical job tasks and demonstrate the key "how" behaviors. Desired skills: - 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 degree (examples: business management, business administration, finance) - Financial/Banking center experience
Bank Of America San Diego, CA, USA Full-Time
Dec 16, 2018
Carmel Mountain - Relationship Banker - San Diego, Ca - North San Diego Corridor
Job Description: Relationship bankers (RBs) are located in the financial center and are responsible for assisting and educating customers on self-service banking options (for example, mobile, online, ATM) and building and deepening customer relationships. RBs are also trained in cash transactions and may be asked to process these transactions both accurately and efficiently when needed. Primary Responsibilities: •Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through self-service technologies •Work with retail customers to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs •Open deposit accounts and sell banking products (examples: credit cards, CDs, IRAs, loans) •Quote rates, terms and programs for loan customer requests •Respond to customer inquiries and concerns, creating customized solutions •Recognize and refer cross-sell opportunities •Refer opportunities to appropriate specialist •Ensure customers/clients are connected to the appropriate teammate to help them achieve their financial goals; make sure all sales, service and specialized needs are met; and help drive overall revenue growth •Ensure the customer's needs are met by partnering with specialists and business partners to understand what they offer to customers and the most effective way to generate business referrals (examples: customer's banking, small business, mortgage and investment needs) •During times of high customer traffic, process transactions accurately and efficiently to build customer confidence and trust, based on established policies and procedures •Leverage available resources and technologies (such as tablets and bank by appointment) to optimize the customer experience and serve our customers with operational excellence and accuracy •Proactively manage risk in every business, product and service transaction leveraging available tools Required skills: - Skilled at and/or aptitude for assessing customer/client needs, providing applicable solutions/recommendations, and building customer relationships based on mutual trust to optimize sales opportunities to new and existing customers/clients - Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration in a virtual or face-to-face environment - Thrive on engaging with customers; can begin a conversation, handle objections, demonstrate patience to teach and so forth - Actively use and leverage current technologies to better understand the technology solutions available to improve our customers' financial lives - Ability to learn and understand technology to assist customers with self-service needs - Apply strong critical thinking and problem-solving skills to meet customers' needs - Available to work weekends and/or extended hours as required to run the business - Demonstrate initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements - Displays passion, commitment and drive to deliver an experience that improves our customers' financial lives - Ability to understand and implement process and/or regulatory requirements during all interactions with customers (examples: Anti-Money Laundering, appropriate disclosures.) - Excellent oral and written communication skills with strong influencing skills - Pass relationship banker pre-employment assessment - Bilingual (fluent verbal and written) skills where applicable - Ability to engage customers for long periods of time - All relationship bankers must be certified in the requirements of the role. The certification process will be designed to validate associates' proficiency, meaning their ability to perform the critical job tasks and demonstrate the key "how" behaviors. Desired skills: - 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 degree (examples: business management, business administration, finance) - Financial/Banking center experience
Bank Of America San Diego, CA, USA Full-Time
Dec 16, 2018
Broadway and Kettner - Financial Center Operations manager - Bilingual Spanish Preferred - San Diego, Ca ( Greater San Diego Market )
Job Description: At Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our Financial Center team at Bank of America. We're looking for financial center operations managers (FCOMs) - those with a passion for playing a leadership role, in supporting the financial center manager, to create a client-centric culture to improve clients' financial lives. As part of the Bank of America team, FCOMs benefit from personal coaching, clearly defined career paths, robust training programs and ongoing development opportunities. FCOMs provide oversight of the client service representative/teller line to ensure adherence to all policies and procedures -all to deliver exceptional client care. We'll help you • Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy for Consumer and Small Business to develop as a financial center operations manager. • Learn core banking solutions and processes. Understand solutions we provide through Bank of America and how to accurately process transactions such as client deposits and cashing checks. • Adhere to policies and procedures through education of regulatory policies, employee and client safety procedures and service delivery guidelines. • Ensure day-to-day activities comply with standards by observing and coaching teammates in customer service, operational procedures, transaction accuracy and client engagement. • Grow your network to maximize effectiveness in meeting client needs. Build relationships with teammates and specialists to assist clients with financial needs and/or problem resolution. • Confidently build relationships with clients. Gain in-depth knowledge of clients' financial life priorities and connect them to Bank of America solutions that meet their financial goals. • Continuously learn by using resources and technologies to optimize the client experience. • Provide education to clients. Inform and educate clients on how to conduct simple transactions through convenient banking options (such as online banking, mobile banking and ATMs) that benefit them. • Manage the financial center in the absence of the financial center manager. As a financial center operations manager, you can look forward to • Unlimited potential for financial growth. • Ongoing professional development to deepen your skills as the industry evolves and changes. • Opportunities to connect with experts including relationship managers, small business consultants, investment advisors, and lending officers. • A world-class suite of employee benefits. You're a person who (required skills) • Has been successful working in a client-focused and results-driven environment. • 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. • Can resolve problems independently and involve others as needed. • Can interpret performance results and find opportunities to drive success. • Works well with others and collaborates productively to get things done; a great teammate who presents oneself professionally and with confidence to establish trust, credibility and respect with others. • Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. • Communicates effectively and confidently, and is comfortable engaging all clients. • Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment. • Has the ability to learn and adapt to new information and technology platforms. • Applies strong critical thinking and problem-solving skills to meet clients' needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Is proficient in computer skills and professional programs (for example Microsoft Office). • Can be flexible to work weekends and/or extended hours as needed. You'll be better prepared if you have (desired skills) • A bachelor's degree, preferably in a business-related field. • Bilingual skills. • Experience in financial services, mortgage, retail or hospitality. We're a culture that • Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. • Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. • Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. • Believes in responsible growth and is dedicated to supporting the communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.
Bank Of America San Diego, CA, USA Full-Time
Dec 16, 2018
North County Square - Financial Center Operations Manager - Bilingual Spanish Preferred - Vista, Ca North San Diego Inland Market
Job Description: At Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our Financial Center team at Bank of America. We're looking for financial center operations managers (FCOMs) - those with a passion for playing a leadership role, in supporting the financial center manager, to create a client-centric culture to improve clients' financial lives. As part of the Bank of America team, FCOMs benefit from personal coaching, clearly defined career paths, robust training programs and ongoing development opportunities. FCOMs provide oversight of the client service representative/teller line to ensure adherence to all policies and procedures -all to deliver exceptional client care. We'll help you • Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy for Consumer and Small Business to develop as a financial center operations manager. • Learn core banking solutions and processes. Understand solutions we provide through Bank of America and how to accurately process transactions such as client deposits and cashing checks. • Adhere to policies and procedures through education of regulatory policies, employee and client safety procedures and service delivery guidelines. • Ensure day-to-day activities comply with standards by observing and coaching teammates in customer service, operational procedures, transaction accuracy and client engagement. • Grow your network to maximize effectiveness in meeting client needs. Build relationships with teammates and specialists to assist clients with financial needs and/or problem resolution. • Confidently build relationships with clients. Gain in-depth knowledge of clients' financial life priorities and connect them to Bank of America solutions that meet their financial goals. • Continuously learn by using resources and technologies to optimize the client experience. • Provide education to clients. Inform and educate clients on how to conduct simple transactions through convenient banking options (such as online banking, mobile banking and ATMs) that benefit them. • Manage the financial center in the absence of the financial center manager. As a financial center operations manager, you can look forward to • Unlimited potential for financial growth. • Ongoing professional development to deepen your skills as the industry evolves and changes. • Opportunities to connect with experts including relationship managers, small business consultants, investment advisors, and lending officers. • A world-class suite of employee benefits. You're a person who (required skills) • Has been successful working in a client-focused and results-driven environment. • 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. • Can resolve problems independently and involve others as needed. • Can interpret performance results and find opportunities to drive success. • Works well with others and collaborates productively to get things done; a great teammate who presents oneself professionally and with confidence to establish trust, credibility and respect with others. • Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. • Communicates effectively and confidently, and is comfortable engaging all clients. • Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment. • Has the ability to learn and adapt to new information and technology platforms. • Applies strong critical thinking and problem-solving skills to meet clients' needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Is proficient in computer skills and professional programs (for example Microsoft Office). • Can be flexible to work weekends and/or extended hours as needed. You'll be better prepared if you have (desired skills) • A bachelor's degree, preferably in a business-related field. • Bilingual skills. • Experience in financial services, mortgage, retail or hospitality. We're a culture that • Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. • Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. • Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. • Believes in responsible growth and is dedicated to supporting the communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.
Bank Of America Vista, CA, USA Full-Time
Dec 16, 2018
Relationship Banker - Desert Valley Market - Smoke Tree Financial Center, Palm Springs, CA
Job Description: Relationship bankers (RBs) are located in the financial center and are responsible for assisting and educating customers on self-service banking options (for example, mobile, online, ATM) and building and deepening customer relationships. RBs are also trained in cash transactions and may be asked to process these transactions both accurately and efficiently when needed. Primary Responsibilities: •Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through self-service technologies •Work with retail customers to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs •Open deposit accounts and sell banking products (examples: credit cards, CDs, IRAs, loans) •Quote rates, terms and programs for loan customer requests •Respond to customer inquiries and concerns, creating customized solutions •Recognize and refer cross-sell opportunities •Refer opportunities to appropriate specialist •Ensure customers/clients are connected to the appropriate teammate to help them achieve their financial goals; make sure all sales, service and specialized needs are met; and help drive overall revenue growth •Ensure the customer's needs are met by partnering with specialists and business partners to understand what they offer to customers and the most effective way to generate business referrals (examples: customer's banking, small business, mortgage and investment needs) •During times of high customer traffic, process transactions accurately and efficiently to build customer confidence and trust, based on established policies and procedures •Leverage available resources and technologies (such as tablets and bank by appointment) to optimize the customer experience and serve our customers with operational excellence and accuracy •Proactively manage risk in every business, product and service transaction leveraging available tools Required skills: - Skilled at and/or aptitude for assessing customer/client needs, providing applicable solutions/recommendations, and building customer relationships based on mutual trust to optimize sales opportunities to new and existing customers/clients - Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration in a virtual or face-to-face environment - Thrive on engaging with customers; can begin a conversation, handle objections, demonstrate patience to teach and so forth - Actively use and leverage current technologies to better understand the technology solutions available to improve our customers' financial lives - Ability to learn and understand technology to assist customers with self-service needs - Apply strong critical thinking and problem-solving skills to meet customers' needs - Available to work weekends and/or extended hours as required to run the business - Demonstrate initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements - Displays passion, commitment and drive to deliver an experience that improves our customers' financial lives - Ability to understand and implement process and/or regulatory requirements during all interactions with customers (examples: Anti-Money Laundering, appropriate disclosures.) - Excellent oral and written communication skills with strong influencing skills - Pass relationship banker pre-employment assessment - Bilingual (fluent verbal and written) skills where applicable - Ability to engage customers for long periods of time - All relationship bankers must be certified in the requirements of the role. The certification process will be designed to validate associates' proficiency, meaning their ability to perform the critical job tasks and demonstrate the key "how" behaviors. Desired skills: - 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 degree (examples: business management, business administration, finance) - Financial/Banking center experience
Bank Of America Palm Springs, CA, USA Full-Time
Dec 16, 2018
East Vista - Financial Center Operations Manager - Bilingual Spanish Preferred - Vista, Ca - North San Diego Coastal
Job Description: At Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our Financial Center team at Bank of America. We're looking for financial center operations managers (FCOMs) - those with a passion for playing a leadership role, in supporting the financial center manager, to create a client-centric culture to improve clients' financial lives. As part of the Bank of America team, FCOMs benefit from personal coaching, clearly defined career paths, robust training programs and ongoing development opportunities. FCOMs provide oversight of the client service representative/teller line to ensure adherence to all policies and procedures -all to deliver exceptional client care. We'll help you • Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy for Consumer and Small Business to develop as a financial center operations manager. • Learn core banking solutions and processes. Understand solutions we provide through Bank of America and how to accurately process transactions such as client deposits and cashing checks. • Adhere to policies and procedures through education of regulatory policies, employee and client safety procedures and service delivery guidelines. • Ensure day-to-day activities comply with standards by observing and coaching teammates in customer service, operational procedures, transaction accuracy and client engagement. • Grow your network to maximize effectiveness in meeting client needs. Build relationships with teammates and specialists to assist clients with financial needs and/or problem resolution. • Confidently build relationships with clients. Gain in-depth knowledge of clients' financial life priorities and connect them to Bank of America solutions that meet their financial goals. • Continuously learn by using resources and technologies to optimize the client experience. • Provide education to clients. Inform and educate clients on how to conduct simple transactions through convenient banking options (such as online banking, mobile banking and ATMs) that benefit them. • Manage the financial center in the absence of the financial center manager. As a financial center operations manager, you can look forward to • Unlimited potential for financial growth. • Ongoing professional development to deepen your skills as the industry evolves and changes. • Opportunities to connect with experts including relationship managers, small business consultants, investment advisors, and lending officers. • A world-class suite of employee benefits. You're a person who (required skills) • Has been successful working in a client-focused and results-driven environment. • 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. • Can resolve problems independently and involve others as needed. • Can interpret performance results and find opportunities to drive success. • Works well with others and collaborates productively to get things done; a great teammate who presents oneself professionally and with confidence to establish trust, credibility and respect with others. • Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. • Communicates effectively and confidently, and is comfortable engaging all clients. • Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment. • Has the ability to learn and adapt to new information and technology platforms. • Applies strong critical thinking and problem-solving skills to meet clients' needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Is proficient in computer skills and professional programs (for example Microsoft Office). • Can be flexible to work weekends and/or extended hours as needed. You'll be better prepared if you have (desired skills) • A bachelor's degree, preferably in a business-related field. • Bilingual skills. • Experience in financial services, mortgage, retail or hospitality. We're a culture that • Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. • Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. • Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. • Believes in responsible growth and is dedicated to supporting the communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.
Bank Of America Vista, CA, USA Full-Time
Dec 16, 2018
Second and Peach - Financial Center Manager - Bilingual Spanish Preferred - El Cajon, Ca ( East San Diego market )
Job Description: At Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our Financial Center team at Bank of America. We're looking for financial center managers (FCMs) - those with a passion for operating as business owners, fostering a team environment and instilling a client-centric culture to make clients' financial lives better. As part of the Bank of America team, FCMs benefit from personal coaching, clearly defined career paths, robust training programs and ongoing development opportunities. FCMs report to the market leader and provide oversight of an assigned Financial Center (also known as branch location). They're accountable for ensuring adherence to all policies and procedures and ensuring financial center employee responsibilities are completed with high quality to make sure we deliver exceptional client care. We'll help you • Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy for Consumer and Small Business to develop as a financial center manager. • Lead a team and operate as a business owner by observing and coaching team and individual performance to collectively meet goals, establishing action plans as applicable. • Grow your network to maximize effectiveness in meeting client needs. Build relationships with teammates and specialists to assist clients with financial needs and/or problem resolution. • Confidently build relationships with clients. Gain in-depth knowledge of clients' financial life priorities and connect them to Bank of America solutions that meet their financial goals. • Continuously learn by using resources and technologies to optimize the client experience. • Provide education to clients. Inform and educate clients on how to conduct simple transactions through convenient banking options (such as online banking, mobile banking and ATMs) that benefit them. • Adhere to policies and procedures through education of regulatory policies, employee and client safety procedures and service delivery guidelines. As a financial center manager, you can look forward to • Unlimited potential for financial growth. • Ongoing professional development to deepen your skills as the industry evolves and changes. • Personally investing in talent through interviewing and hiring financial center employees. • Opportunities to connect with experts including relationship managers, small business consultants, investment advisors and mortgage officers. • A world-class suite of employee benefits. You're a person who (required skills) • Has 3+ years' experience building, leading, managing and coaching a team. • Can resolve problems independently and bring in others as needed. • Can interpret performance results, find opportunities to drive success and hold others accountable to results. • 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. • Works well with others and collaborates productively to get things done; a great teammate who presents oneself professionally and with confidence to establish trust, credibility and respect with others. • Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives and employees' professional capabilities. • Communicates effectively and confidently, and is comfortable engaging all clients. • Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment. • Has the ability to learn and adapt to new information and technology platforms. • Applies strong critical thinking and problem-solving skills to meet clients' needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Is proficient in computer skills and professional programs (for example Microsoft Office). • Can be flexible to work weekends and/or extended hours as needed. You'll be better prepared if you have (desired skills) • A bachelor's degree, preferably in a business-related field. • Bilingual skills. • Experience in financial services, mortgage, retail or hospitality. We're a culture that • Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. • Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. • Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. • Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.
Bank Of America El Cajon, CA, USA Full-Time
Dec 16, 2018
Relationship Banker - Desert Valley Market - CALIMESA Financial Center, Calimesa, CA
Job Description: Relationship bankers (RBs) are located in the financial center and are responsible for assisting and educating customers on self-service banking options (for example, mobile, online, ATM) and building and deepening customer relationships. RBs are also trained in cash transactions and may be asked to process these transactions both accurately and efficiently when needed. Primary Responsibilities: •Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through self-service technologies •Work with retail customers to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs •Open deposit accounts and sell banking products (examples: credit cards, CDs, IRAs, loans) •Quote rates, terms and programs for loan customer requests •Respond to customer inquiries and concerns, creating customized solutions •Recognize and refer cross-sell opportunities •Refer opportunities to appropriate specialist •Ensure customers/clients are connected to the appropriate teammate to help them achieve their financial goals; make sure all sales, service and specialized needs are met; and help drive overall revenue growth •Ensure the customer's needs are met by partnering with specialists and business partners to understand what they offer to customers and the most effective way to generate business referrals (examples: customer's banking, small business, mortgage and investment needs) •During times of high customer traffic, process transactions accurately and efficiently to build customer confidence and trust, based on established policies and procedures •Leverage available resources and technologies (such as tablets and bank by appointment) to optimize the customer experience and serve our customers with operational excellence and accuracy •Proactively manage risk in every business, product and service transaction leveraging available tools Required skills: - Skilled at and/or aptitude for assessing customer/client needs, providing applicable solutions/recommendations, and building customer relationships based on mutual trust to optimize sales opportunities to new and existing customers/clients - Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration in a virtual or face-to-face environment - Thrive on engaging with customers; can begin a conversation, handle objections, demonstrate patience to teach and so forth - Actively use and leverage current technologies to better understand the technology solutions available to improve our customers' financial lives - Ability to learn and understand technology to assist customers with self-service needs - Apply strong critical thinking and problem-solving skills to meet customers' needs - Available to work weekends and/or extended hours as required to run the business - Demonstrate initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements - Displays passion, commitment and drive to deliver an experience that improves our customers' financial lives - Ability to understand and implement process and/or regulatory requirements during all interactions with customers (examples: Anti-Money Laundering, appropriate disclosures.) - Excellent oral and written communication skills with strong influencing skills - Pass relationship banker pre-employment assessment - Bilingual (fluent verbal and written) skills where applicable - Ability to engage customers for long periods of time - All relationship bankers must be certified in the requirements of the role. The certification process will be designed to validate associates' proficiency, meaning their ability to perform the critical job tasks and demonstrate the key "how" behaviors. Desired skills: - 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 degree (examples: business management, business administration, finance) - Financial/Banking center experience
Bank Of America Calimesa, CA, USA Full-Time
Dec 16, 2018
Jackson Hyde Park - Financial Center Operations Manager - Bilingual Spanish Preferred - San Diego, Ca - East San Diego market
Job Description: At Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our Financial Center team at Bank of America. We're looking for financial center operations managers (FCOMs) - those with a passion for playing a leadership role, in supporting the financial center manager, to create a client-centric culture to improve clients' financial lives. As part of the Bank of America team, FCOMs benefit from personal coaching, clearly defined career paths, robust training programs and ongoing development opportunities. FCOMs provide oversight of the client service representative/teller line to ensure adherence to all policies and procedures -all to deliver exceptional client care. We'll help you • Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy for Consumer and Small Business to develop as a financial center operations manager. • Learn core banking solutions and processes. Understand solutions we provide through Bank of America and how to accurately process transactions such as client deposits and cashing checks. • Adhere to policies and procedures through education of regulatory policies, employee and client safety procedures and service delivery guidelines. • Ensure day-to-day activities comply with standards by observing and coaching teammates in customer service, operational procedures, transaction accuracy and client engagement. • Grow your network to maximize effectiveness in meeting client needs. Build relationships with teammates and specialists to assist clients with financial needs and/or problem resolution. • Confidently build relationships with clients. Gain in-depth knowledge of clients' financial life priorities and connect them to Bank of America solutions that meet their financial goals. • Continuously learn by using resources and technologies to optimize the client experience. • Provide education to clients. Inform and educate clients on how to conduct simple transactions through convenient banking options (such as online banking, mobile banking and ATMs) that benefit them. • Manage the financial center in the absence of the financial center manager. As a financial center operations manager, you can look forward to • Unlimited potential for financial growth. • Ongoing professional development to deepen your skills as the industry evolves and changes. • Opportunities to connect with experts including relationship managers, small business consultants, investment advisors, and lending officers. • A world-class suite of employee benefits. You're a person who (required skills) • Has been successful working in a client-focused and results-driven environment. • 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. • Can resolve problems independently and involve others as needed. • Can interpret performance results and find opportunities to drive success. • Works well with others and collaborates productively to get things done; a great teammate who presents oneself professionally and with confidence to establish trust, credibility and respect with others. • Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. • Communicates effectively and confidently, and is comfortable engaging all clients. • Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment. • Has the ability to learn and adapt to new information and technology platforms. • Applies strong critical thinking and problem-solving skills to meet clients' needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Is proficient in computer skills and professional programs (for example Microsoft Office). • Can be flexible to work weekends and/or extended hours as needed. You'll be better prepared if you have (desired skills) • A bachelor's degree, preferably in a business-related field. • Bilingual skills. • Experience in financial services, mortgage, retail or hospitality. We're a culture that • Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. • Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. • Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. • Believes in responsible growth and is dedicated to supporting the communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.
Bank Of America San Diego, CA, USA Full-Time
Dec 16, 2018
Gaslamp - Financial Center Operations Manager - Bilingual Spanish Preferred - San Diego, Ca - Greater San Diego market
Job Description: At Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our Financial Center team at Bank of America. We're looking for financial center operations managers (FCOMs) - those with a passion for playing a leadership role, in supporting the financial center manager, to create a client-centric culture to improve clients' financial lives. As part of the Bank of America team, FCOMs benefit from personal coaching, clearly defined career paths, robust training programs and ongoing development opportunities. FCOMs provide oversight of the client service representative/teller line to ensure adherence to all policies and procedures -all to deliver exceptional client care. We'll help you • Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy for Consumer and Small Business to develop as a financial center operations manager. • Learn core banking solutions and processes. Understand solutions we provide through Bank of America and how to accurately process transactions such as client deposits and cashing checks. • Adhere to policies and procedures through education of regulatory policies, employee and client safety procedures and service delivery guidelines. • Ensure day-to-day activities comply with standards by observing and coaching teammates in customer service, operational procedures, transaction accuracy and client engagement. • Grow your network to maximize effectiveness in meeting client needs. Build relationships with teammates and specialists to assist clients with financial needs and/or problem resolution. • Confidently build relationships with clients. Gain in-depth knowledge of clients' financial life priorities and connect them to Bank of America solutions that meet their financial goals. • Continuously learn by using resources and technologies to optimize the client experience. • Provide education to clients. Inform and educate clients on how to conduct simple transactions through convenient banking options (such as online banking, mobile banking and ATMs) that benefit them. • Manage the financial center in the absence of the financial center manager. As a financial center operations manager, you can look forward to • Unlimited potential for financial growth. • Ongoing professional development to deepen your skills as the industry evolves and changes. • Opportunities to connect with experts including relationship managers, small business consultants, investment advisors, and lending officers. • A world-class suite of employee benefits. You're a person who (required skills) • Has been successful working in a client-focused and results-driven environment. • 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. • Can resolve problems independently and involve others as needed. • Can interpret performance results and find opportunities to drive success. • Works well with others and collaborates productively to get things done; a great teammate who presents oneself professionally and with confidence to establish trust, credibility and respect with others. • Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. • Communicates effectively and confidently, and is comfortable engaging all clients. • Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment. • Has the ability to learn and adapt to new information and technology platforms. • Applies strong critical thinking and problem-solving skills to meet clients' needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Is proficient in computer skills and professional programs (for example Microsoft Office). • Can be flexible to work weekends and/or extended hours as needed. You'll be better prepared if you have (desired skills) • A bachelor's degree, preferably in a business-related field. • Bilingual skills. • Experience in financial services, mortgage, retail or hospitality. We're a culture that • Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. • Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. • Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. • Believes in responsible growth and is dedicated to supporting the communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.
Bank Of America San Diego, CA, USA Full-Time
Dec 16, 2018
La Jolla Plaza - Financial Center Operations Manager - San Diego , CA - Greater La Jolla Market
Job Description: At Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our Financial Center team at Bank of America. We're looking for financial center operations managers (FCOMs) - those with a passion for playing a leadership role, in supporting the financial center manager, to create a client-centric culture to improve clients' financial lives. As part of the Bank of America team, FCOMs benefit from personal coaching, clearly defined career paths, robust training programs and ongoing development opportunities. FCOMs provide oversight of the client service representative/teller line to ensure adherence to all policies and procedures -all to deliver exceptional client care. We'll help you • Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy for Consumer and Small Business to develop as a financial center operations manager. • Learn core banking solutions and processes. Understand solutions we provide through Bank of America and how to accurately process transactions such as client deposits and cashing checks. • Adhere to policies and procedures through education of regulatory policies, employee and client safety procedures and service delivery guidelines. • Ensure day-to-day activities comply with standards by observing and coaching teammates in customer service, operational procedures, transaction accuracy and client engagement. • Grow your network to maximize effectiveness in meeting client needs. Build relationships with teammates and specialists to assist clients with financial needs and/or problem resolution. • Confidently build relationships with clients. Gain in-depth knowledge of clients' financial life priorities and connect them to Bank of America solutions that meet their financial goals. • Continuously learn by using resources and technologies to optimize the client experience. • Provide education to clients. Inform and educate clients on how to conduct simple transactions through convenient banking options (such as online banking, mobile banking and ATMs) that benefit them. • Manage the financial center in the absence of the financial center manager. As a financial center operations manager, you can look forward to • Unlimited potential for financial growth. • Ongoing professional development to deepen your skills as the industry evolves and changes. • Opportunities to connect with experts including relationship managers, small business consultants, investment advisors, and lending officers. • A world-class suite of employee benefits. You're a person who (required skills) • Has been successful working in a client-focused and results-driven environment. • 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. • Can resolve problems independently and involve others as needed. • Can interpret performance results and find opportunities to drive success. • Works well with others and collaborates productively to get things done; a great teammate who presents oneself professionally and with confidence to establish trust, credibility and respect with others. • Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. • Communicates effectively and confidently, and is comfortable engaging all clients. • Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment. • Has the ability to learn and adapt to new information and technology platforms. • Applies strong critical thinking and problem-solving skills to meet clients' needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Is proficient in computer skills and professional programs (for example Microsoft Office). • Can be flexible to work weekends and/or extended hours as needed. You'll be better prepared if you have (desired skills) • A bachelor's degree, preferably in a business-related field. • Bilingual skills. • Experience in financial services, mortgage, retail or hospitality. We're a culture that • Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. • Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. • Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. • Believes in responsible growth and is dedicated to supporting the communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.
Bank Of America San Diego, CA, USA Full-Time
Dec 16, 2018
Treasury Sales Officer
Job Description: Responsibilities Revenue: Drives multi-regional revenue by influencing stakeholders at headquarters to drive responsible growth and enhance overall client relationship Profitability: Assesses volume & transaction flow to ensure pricing meets profitability margins. Pipeline: Drives joint accountability of pipeline across all GTS products and all regions Services Per Relationships: Deepens SPR by expanding to new countries/regions and across products, while adhering Low Revenue Entities: Coordinates with Global TSO, regional sales & TSMs to evaluate low/no revenue entities to improve margins and free capacity Advocate: Raises awareness and generates excitement across GCB & BB for our international capabilities. Why this role is critical for our international business Global coordination: Partners with Global TSO and Regional TSO(s) to develop prospects or strategic clients, reinforce global capabilities and drive multi region complex deals Prospect: Responsible for active development of international pipeline across all regions and identifying TFX opportunities Subject matter expert: Shares extensive knowledge of international cash management, foreign exchange, global liquidity structures, trade and KYC across all regions. Product appropriateness: Ensures positioning of international products is appropriate and suitability through thorough scoping of opportunity and setting of expectations with client. Client selection: Verifies prospects/clients fit within our International Guidelines. Flags any high risk clients to regional sales heads for GFCC review, including MLM, PEP, gaming, cross-border NGO, MSB and TPPP entity types Internal Education: Provides constant messaging around our international GTS capabilities. Shares best practices. Educates partners on TRE/ORR requirements for treasury services. Public speaking: Presents at local AFP and industry events on variety of topics Operational effectiveness: Escalates known issue with deal flow, on-boarding, product gaps, servicing issues, and KYC processes Key Internal Activities Qualifies deals for regional engagement (client selection, thresholds, responsible growth, etc.) Assists Global TSOs to create a strategy and plan for complex clients and top tier prospects. Joins TSE and TSM team meetings to provide an update on international, as needed. Educates RMs, Global TSOs, TSAs, CAs and CSS team on our International GTS Capabilities as well as GTS Thresholds. Ensures that the team follows a strict pre-call planning, post call debriefs and circulates thorough call notes. Helps organize visits from regional TSOs, and as appropriate offers support to International Subsidiary Banking team. Partners with Global TSOs and Regional TSO(s) to verify that international pipeline is updated and accurate. Attends PAM sessions with Global TSO to qualify deals and align resources. Participates on the initial connect meetings with GCC or regional fulfilment to ensure deal is scoped correctly for on-boarding. Prepares monthly reports to internal stakeholders with performance updates (revenue growth, pipeline, etc) Creates awareness of TFX opportunities Works in close coordination with Rates & Currencies Origination team; regularly attends team meetings and keeps team fully informed of global deals. Joins Global TSO on International Deal Review and GTS Pricing committee meetings. Required Skills: Sales driven individual who can work and thrive in a matrix organization. Team player as, this role does not mange their own portfolio rather, their success is based on the value add by leading global treasury solution conversations with the client team to drive treasury revenue opportunities. Strong knowledge of global treasury, multi-regional treasury, trade, FX and liquidity Strong Analytical skills required Consultative sales approach and selling skills CTP, CCM or CertICM certification Strong interpersonal and time management skills Desire to learn and continually adapt in a complex global environment Well-spoken, presentable and good communicator Min 7 - 10 years work experience in banking environment, preferably within global treasury sales, client management or similar client-facing role Desired Skills: Overseas work experience in banking, finance System knowledge: Navigator / GBS / GTS Locator / Microsoft Office
Bank Of America New York, NY, USA Full-Time
Dec 16, 2018
Relationship Banker - Bilingual Spanish Required - Riverside FC - Riverside, IL
Job Description: Relationship bankers (RBs) are located in the financial center and are responsible for assisting and educating customers on self-service banking options (for example, mobile, online, ATM) and building and deepening customer relationships. RBs are also trained in cash transactions and may be asked to process these transactions both accurately and efficiently when needed. Primary Responsibilities: •Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through self-service technologies •Work with retail customers to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs •Open deposit accounts and sell banking products (examples: credit cards, CDs, IRAs, loans) •Quote rates, terms and programs for loan customer requests •Respond to customer inquiries and concerns, creating customized solutions •Recognize and refer cross-sell opportunities •Refer opportunities to appropriate specialist •Ensure customers/clients are connected to the appropriate teammate to help them achieve their financial goals; make sure all sales, service and specialized needs are met; and help drive overall revenue growth •Ensure the customer's needs are met by partnering with specialists and business partners to understand what they offer to customers and the most effective way to generate business referrals (examples: customer's banking, small business, mortgage and investment needs) •During times of high customer traffic, process transactions accurately and efficiently to build customer confidence and trust, based on established policies and procedures •Leverage available resources and technologies (such as tablets and bank by appointment) to optimize the customer experience and serve our customers with operational excellence and accuracy •Proactively manage risk in every business, product and service transaction leveraging available tools Required skills: - Skilled at and/or aptitude for assessing customer/client needs, providing applicable solutions/recommendations, and building customer relationships based on mutual trust to optimize sales opportunities to new and existing customers/clients - Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration in a virtual or face-to-face environment - Thrive on engaging with customers; can begin a conversation, handle objections, demonstrate patience to teach and so forth - Actively use and leverage current technologies to better understand the technology solutions available to improve our customers' financial lives - Ability to learn and understand technology to assist customers with self-service needs - Apply strong critical thinking and problem-solving skills to meet customers' needs - Available to work weekends and/or extended hours as required to run the business - Demonstrate initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements - Displays passion, commitment and drive to deliver an experience that improves our customers' financial lives - Ability to understand and implement process and/or regulatory requirements during all interactions with customers (examples: Anti-Money Laundering, appropriate disclosures.) - Excellent oral and written communication skills with strong influencing skills - Pass relationship banker pre-employment assessment - Bilingual (fluent verbal and written) skills where applicable - Ability to engage customers for long periods of time - All relationship bankers must be certified in the requirements of the role. The certification process will be designed to validate associates' proficiency, meaning their ability to perform the critical job tasks and demonstrate the key "how" behaviors. - Bilingual Spanish Required Desired skills: - 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 degree (examples: business management, business administration, finance) - Financial/Banking center experience
Bank Of America Riverside, IL 60546, USA Full-Time
Dec 16, 2018
Relationship Banker - Bilingual Spanish Required - Westlawn FC - Chicago, IL
Job Description: Relationship bankers (RBs) are located in the financial center and are responsible for assisting and educating customers on self-service banking options (for example, mobile, online, ATM) and building and deepening customer relationships. RBs are also trained in cash transactions and may be asked to process these transactions both accurately and efficiently when needed. Primary Responsibilities: •Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through self-service technologies •Work with retail customers to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs •Open deposit accounts and sell banking products (examples: credit cards, CDs, IRAs, loans) •Quote rates, terms and programs for loan customer requests •Respond to customer inquiries and concerns, creating customized solutions •Recognize and refer cross-sell opportunities •Refer opportunities to appropriate specialist •Ensure customers/clients are connected to the appropriate teammate to help them achieve their financial goals; make sure all sales, service and specialized needs are met; and help drive overall revenue growth •Ensure the customer's needs are met by partnering with specialists and business partners to understand what they offer to customers and the most effective way to generate business referrals (examples: customer's banking, small business, mortgage and investment needs) •During times of high customer traffic, process transactions accurately and efficiently to build customer confidence and trust, based on established policies and procedures •Leverage available resources and technologies (such as tablets and bank by appointment) to optimize the customer experience and serve our customers with operational excellence and accuracy •Proactively manage risk in every business, product and service transaction leveraging available tools Required skills: - Skilled at and/or aptitude for assessing customer/client needs, providing applicable solutions/recommendations, and building customer relationships based on mutual trust to optimize sales opportunities to new and existing customers/clients - Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration in a virtual or face-to-face environment - Thrive on engaging with customers; can begin a conversation, handle objections, demonstrate patience to teach and so forth - Actively use and leverage current technologies to better understand the technology solutions available to improve our customers' financial lives - Ability to learn and understand technology to assist customers with self-service needs - Apply strong critical thinking and problem-solving skills to meet customers' needs - Available to work weekends and/or extended hours as required to run the business - Demonstrate initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements - Displays passion, commitment and drive to deliver an experience that improves our customers' financial lives - Ability to understand and implement process and/or regulatory requirements during all interactions with customers (examples: Anti-Money Laundering, appropriate disclosures.) - Excellent oral and written communication skills with strong influencing skills - Pass relationship banker pre-employment assessment - Bilingual (fluent verbal and written) skills where applicable - Ability to engage customers for long periods of time - All relationship bankers must be certified in the requirements of the role. The certification process will be designed to validate associates' proficiency, meaning their ability to perform the critical job tasks and demonstrate the key "how" behaviors. - Bilingual Spanish Required Desired skills: - 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 degree (examples: business management, business administration, finance) - Financial/Banking center experience
Bank Of America Chicago, IL, USA Full-Time
Dec 16, 2018
Relationship Banker - Carol Stream FC - Carol Stream, IL
Job Description: Relationship bankers (RBs) are located in the financial center and are responsible for assisting and educating customers on self-service banking options (for example, mobile, online, ATM) and building and deepening customer relationships. RBs are also trained in cash transactions and may be asked to process these transactions both accurately and efficiently when needed. Primary Responsibilities: •Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through self-service technologies •Work with retail customers to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs •Open deposit accounts and sell banking products (examples: credit cards, CDs, IRAs, loans) •Quote rates, terms and programs for loan customer requests •Respond to customer inquiries and concerns, creating customized solutions •Recognize and refer cross-sell opportunities •Refer opportunities to appropriate specialist •Ensure customers/clients are connected to the appropriate teammate to help them achieve their financial goals; make sure all sales, service and specialized needs are met; and help drive overall revenue growth •Ensure the customer's needs are met by partnering with specialists and business partners to understand what they offer to customers and the most effective way to generate business referrals (examples: customer's banking, small business, mortgage and investment needs) •During times of high customer traffic, process transactions accurately and efficiently to build customer confidence and trust, based on established policies and procedures •Leverage available resources and technologies (such as tablets and bank by appointment) to optimize the customer experience and serve our customers with operational excellence and accuracy •Proactively manage risk in every business, product and service transaction leveraging available tools Required skills: - Skilled at and/or aptitude for assessing customer/client needs, providing applicable solutions/recommendations, and building customer relationships based on mutual trust to optimize sales opportunities to new and existing customers/clients - Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration in a virtual or face-to-face environment - Thrive on engaging with customers; can begin a conversation, handle objections, demonstrate patience to teach and so forth - Actively use and leverage current technologies to better understand the technology solutions available to improve our customers' financial lives - Ability to learn and understand technology to assist customers with self-service needs - Apply strong critical thinking and problem-solving skills to meet customers' needs - Available to work weekends and/or extended hours as required to run the business - Demonstrate initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements - Displays passion, commitment and drive to deliver an experience that improves our customers' financial lives - Ability to understand and implement process and/or regulatory requirements during all interactions with customers (examples: Anti-Money Laundering, appropriate disclosures.) - Excellent oral and written communication skills with strong influencing skills - Pass relationship banker pre-employment assessment - Bilingual (fluent verbal and written) skills where applicable - Ability to engage customers for long periods of time - All relationship bankers must be certified in the requirements of the role. The certification process will be designed to validate associates' proficiency, meaning their ability to perform the critical job tasks and demonstrate the key "how" behaviors. Desired skills: - 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 degree (examples: business management, business administration, finance) - Financial/Banking center experience
Bank Of America Carol Stream, IL, USA Full-Time