2,909 Banking jobs

Job Description: Job Description Summary Located in a financial center, Relationship Bankers will focus the majority of their time helping customers by deepening relationships through referrals and platform service to sales activities as well as self-service and transactional activities where needed. Responsibilities include, but are not limited to the following Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through Self Service technologies Where self-service isnt available, conduct over the counter transactions for service needs (e.g cashiers checks, safe deposit entry, etc.) 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 Identify and route preferred and small business client needs to the Relationship Manager and or FSA as appropriate for all sales, service and specialized needs Ensure the customers 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 (e.g consumer banking, small business, mortgage and investment needs) Leverage available resources and technologies (tablets, bank by appointment, etc.) 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 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

Job Description: Located in a financial center, Relationship Bankers will focus the majority of their time helping customers by deepening relationships through referrals and platform service to sales activities as well as self-service and transactional activities where needed. Responsibilities include, but are not limited to the following Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through Self Service technologies Where self-service isnt available, conduct over the counter transactions for service needs (e.g cashiers checks, safe deposit entry, etc.) 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 Identify and route preferred and small business client needs to the Relationship Manager and or FSA as appropriate for all sales, service and specialized needs Ensure the customers 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 (e.g consumer banking, small business, mortgage and investment needs) Leverage available resources and technologies (tablets, bank by appointment, etc.) 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 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

Job Description: Located in a financial center, Relationship Bankers will focus the majority of their time helping customers by deepening relationships through referrals and platform service to sales activities as well as self-service and transactional activities where needed. Responsibilities include, but are not limited to the following Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through Self Service technologies Where self-service isnt available, conduct over the counter transactions for service needs (e.g cashiers checks, safe deposit entry, etc.) 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 Identify and route preferred and small business client needs to the Relationship Manager and or FSA as appropriate for all sales, service and specialized needs Ensure the customers 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 (e.g consumer banking, small business, mortgage and investment needs) Leverage available resources and technologies (tablets, bank by appointment, etc.) 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 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

Job Description: Job Description Summary Located in a financial center, Relationship Bankers will focus the majority of their time helping customers by deepening relationships through referrals and platform service to sales activities as well as self-service and transactional activities where needed. Responsibilities include, but are not limited to the following Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through Self Service technologies Where self-service isnt available, conduct over the counter transactions for service needs (e.g cashiers checks, safe deposit entry, etc.) 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 Identify and route preferred and small business client needs to the Relationship Manager and or FSA as appropriate for all sales, service and specialized needs Ensure the customers 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 (e.g consumer banking, small business, mortgage and investment needs) Leverage available resources and technologies (tablets, bank by appointment, etc.) 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 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

Job Description: Job Description Summary Located in a financial center, Relationship Bankers will focus the majority of their time helping customers by deepening relationships through referrals and platform service to sales activities as well as self-service and transactional activities where needed. Responsibilities include, but are not limited to the following Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through Self Service technologies Where self-service isnt available, conduct over the counter transactions for service needs (e.g cashiers checks, safe deposit entry, etc.) 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 Identify and route preferred and small business client needs to the Relationship Manager and or FSA as appropriate for all sales, service and specialized needs Ensure the customers 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 (e.g consumer banking, small business, mortgage and investment needs) Leverage available resources and technologies (tablets, bank by appointment, etc.) 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 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

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 industry-leading Small Business Banking team at Bank of America and Merrill Lynch. We're looking for people with a passion for uncovering the needs of small business clients, including their personal banking needs, by using our extensive suite of products and tools. As part of the Bank of America team, small business consultants (SBCs) have access to industry-leading products and services, award-winning platforms and client education - all designed to meet the unique life priorities of our clients. SBCs partner closely with financial center employees as part of one team that delivers exceptional client care. Your role will be to acquire and deepen small business relationships through face-to- face meetings. You'll actively connect with our clients through outbound telephone calls and execute consistent follow-up routines to meet their needs. The small business consultant role is the first step to a rewarding and successful career. At this stage you'll start building the relationships that can shape your career, and be exposed to the products, platforms and tools needed to serve clients. Our comprehensive education program will help you get the necessary training and guidance along a defined path to help become the consultant you want to be. We'll help you • Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Small Business Academy to develop as a consultant. • Build a quality external network of business relationships within your small business banking community. • Leverage the power of our company by working closely with internal and external partners to use the full capabilities of the bank. • Provide small business related guidance to financial center employees through huddles and team meetings. • Effectively balance sales performance, operational risk, and client relationship care. As a consultant, you can look forward to • Incentive awards for meeting goals. • Growing your network to eventually grow your business. Leverage our relationships with one out of two U.S. households. You'll interact with banking clients and small business owners alike. You will also tap into a range of experts, from lending officers to financial solutions advisors. • Robust marketing support to reach wider audiences with greater appeal. • Ongoing professional development to deepen your skills and optimize your talent as the industry evolves and changes. You're a person who (required skills) • Has demonstrated experience and proven success with business to business sales, or small business banking. • Has strong communication skills with the ability to effectively influence clients. • Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution. • Has a proven sales track record. • Is able to build productive partnerships and working relationships. • Is experienced with outbound phone sales. You'll be better prepared if you have (desired skills) • Experience with financial information, spreadsheets and financial skills. • Experience with in-person customer service and sales. • Experience working with small business clients. • Experience meeting or exceeding goals. • A working knowledge of small business products and services. • Bilingual skills. 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.

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 industry-leading Small Business Banking team at Bank of America and Merrill Lynch. We're looking for people with a passion for uncovering the needs of small business clients, including their personal banking needs, by using our extensive suite of products and tools. As part of the Bank of America team, small business consultants (SBCs) have access to industry-leading products and services, award-winning platforms and client education - all designed to meet the unique life priorities of our clients. SBCs partner closely with financial center employees as part of one team that delivers exceptional client care. Your role will be to acquire and deepen small business relationships through face-to- face meetings. You'll actively connect with our clients through outbound telephone calls and execute consistent follow-up routines to meet their needs. The small business consultant role is the first step to a rewarding and successful career. At this stage you'll start building the relationships that can shape your career, and be exposed to the products, platforms and tools needed to serve clients. Our comprehensive education program will help you get the necessary training and guidance along a defined path to help become the consultant you want to be. We'll help you • Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Small Business Academy to develop as a consultant. • Build a quality external network of business relationships within your small business banking community. • Leverage the power of our company by working closely with internal and external partners to use the full capabilities of the bank. • Provide small business related guidance to financial center employees through huddles and team meetings. • Effectively balance sales performance, operational risk, and client relationship care. As a consultant, you can look forward to • Incentive awards for meeting goals. • Growing your network to eventually grow your business. Leverage our relationships with one out of two U.S. households. You'll interact with banking clients and small business owners alike. You will also tap into a range of experts, from lending officers to financial solutions advisors. • Robust marketing support to reach wider audiences with greater appeal. • Ongoing professional development to deepen your skills and optimize your talent as the industry evolves and changes. You're a person who (required skills) • Has demonstrated experience and proven success with business to business sales, or small business banking. • Has strong communication skills with the ability to effectively influence clients. • Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution. • Has a proven sales track record. • Is able to build productive partnerships and working relationships. • Is experienced with outbound phone sales. You'll be better prepared if you have (desired skills) • Experience with financial information, spreadsheets and financial skills. • Experience with in-person customer service and sales. • Experience working with small business clients. • Experience meeting or exceeding goals. • A working knowledge of small business products and services. • Bilingual skills. 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.

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 industry-leading Small Business Banking team at Bank of America and Merrill Lynch. We're looking for people with a passion for uncovering the needs of small business clients, including their personal banking needs, by using our extensive suite of products and tools. As part of the Bank of America team, small business consultants (SBCs) have access to industry-leading products and services, award-winning platforms and client education - all designed to meet the unique life priorities of our clients. SBCs partner closely with financial center employees as part of one team that delivers exceptional client care. Your role will be to acquire and deepen small business relationships through face-to- face meetings. You'll actively connect with our clients through outbound telephone calls and execute consistent follow-up routines to meet their needs. The small business consultant role is the first step to a rewarding and successful career. At this stage you'll start building the relationships that can shape your career, and be exposed to the products, platforms and tools needed to serve clients. Our comprehensive education program will help you get the necessary training and guidance along a defined path to help become the consultant you want to be. We'll help you • Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Small Business Academy to develop as a consultant. • Build a quality external network of business relationships within your small business banking community. • Leverage the power of our company by working closely with internal and external partners to use the full capabilities of the bank. • Provide small business related guidance to financial center employees through huddles and team meetings. • Effectively balance sales performance, operational risk, and client relationship care. As a consultant, you can look forward to • Incentive awards for meeting goals. • Growing your network to eventually grow your business. Leverage our relationships with one out of two U.S. households. You'll interact with banking clients and small business owners alike. You will also tap into a range of experts, from lending officers to financial solutions advisors. • Robust marketing support to reach wider audiences with greater appeal. • Ongoing professional development to deepen your skills and optimize your talent as the industry evolves and changes. You're a person who (required skills) • Has demonstrated experience and proven success with business to business sales, or small business banking. • Has strong communication skills with the ability to effectively influence clients. • Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution. • Has a proven sales track record. • Is able to build productive partnerships and working relationships. • Is experienced with outbound phone sales. You'll be better prepared if you have (desired skills) • Experience with financial information, spreadsheets and financial skills. • Experience with in-person customer service and sales. • Experience working with small business clients. • Experience meeting or exceeding goals. • A working knowledge of small business products and services. • Bilingual skills. 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.

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 industry-leading Small Business Banking team at Bank of America and Merrill Lynch. We're looking for people with a passion for uncovering the needs of small business clients, including their personal banking needs, by using our extensive suite of products and tools. As part of the Bank of America team, small business consultants (SBCs) have access to industry-leading products and services, award-winning platforms and client education - all designed to meet the unique life priorities of our clients. SBCs partner closely with financial center employees as part of one team that delivers exceptional client care. Your role will be to acquire and deepen small business relationships through face-to- face meetings. You'll actively connect with our clients through outbound telephone calls and execute consistent follow-up routines to meet their needs. The small business consultant role is the first step to a rewarding and successful career. At this stage you'll start building the relationships that can shape your career, and be exposed to the products, platforms and tools needed to serve clients. Our comprehensive education program will help you get the necessary training and guidance along a defined path to help become the consultant you want to be. We'll help you • Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Small Business Academy to develop as a consultant. • Build a quality external network of business relationships within your small business banking community. • Leverage the power of our company by working closely with internal and external partners to use the full capabilities of the bank. • Provide small business related guidance to financial center employees through huddles and team meetings. • Effectively balance sales performance, operational risk, and client relationship care. As a consultant, you can look forward to • Incentive awards for meeting goals. • Growing your network to eventually grow your business. Leverage our relationships with one out of two U.S. households. You'll interact with banking clients and small business owners alike. You will also tap into a range of experts, from lending officers to financial solutions advisors. • Robust marketing support to reach wider audiences with greater appeal. • Ongoing professional development to deepen your skills and optimize your talent as the industry evolves and changes. You're a person who (required skills) • Has demonstrated experience and proven success with business to business sales, or small business banking. • Has strong communication skills with the ability to effectively influence clients. • Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution. • Has a proven sales track record. • Is able to build productive partnerships and working relationships. • Is experienced with outbound phone sales. You'll be better prepared if you have (desired skills) • Experience with financial information, spreadsheets and financial skills. • Experience with in-person customer service and sales. • Experience working with small business clients. • Experience meeting or exceeding goals. • A working knowledge of small business products and services. • Bilingual skills. 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.

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 industry-leading Small Business Banking team at Bank of America and Merrill Lynch. We're looking for people with a passion for uncovering the needs of small business clients, including their personal banking needs, by using our extensive suite of products and tools. As part of the Bank of America team, small business consultants (SBCs) have access to industry-leading products and services, award-winning platforms and client education - all designed to meet the unique life priorities of our clients. SBCs partner closely with financial center employees as part of one team that delivers exceptional client care. Your role will be to acquire and deepen small business relationships through face-to- face meetings. You'll actively connect with our clients through outbound telephone calls and execute consistent follow-up routines to meet their needs. The small business consultant role is the first step to a rewarding and successful career. At this stage you'll start building the relationships that can shape your career, and be exposed to the products, platforms and tools needed to serve clients. Our comprehensive education program will help you get the necessary training and guidance along a defined path to help become the consultant you want to be. We'll help you • Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Small Business Academy to develop as a consultant. • Build a quality external network of business relationships within your small business banking community. • Leverage the power of our company by working closely with internal and external partners to use the full capabilities of the bank. • Provide small business related guidance to financial center employees through huddles and team meetings. • Effectively balance sales performance, operational risk, and client relationship care. As a consultant, you can look forward to • Incentive awards for meeting goals. • Growing your network to eventually grow your business. Leverage our relationships with one out of two U.S. households. You'll interact with banking clients and small business owners alike. You will also tap into a range of experts, from lending officers to financial solutions advisors. • Robust marketing support to reach wider audiences with greater appeal. • Ongoing professional development to deepen your skills and optimize your talent as the industry evolves and changes. You're a person who (required skills) • Has demonstrated experience and proven success with business to business sales, or small business banking. • Has strong communication skills with the ability to effectively influence clients. • Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution. • Has a proven sales track record. • Is able to build productive partnerships and working relationships. • Is experienced with outbound phone sales. You'll be better prepared if you have (desired skills) • Experience with financial information, spreadsheets and financial skills. • Experience with in-person customer service and sales. • Experience working with small business clients. • Experience meeting or exceeding goals. • A working knowledge of small business products and services. • Bilingual skills. 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.

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 industry-leading Small Business Banking team at Bank of America and Merrill Lynch. We're looking for people with a passion for uncovering the needs of small business clients, including their personal banking needs, by using our extensive suite of products and tools. As part of the Bank of America team, small business consultants (SBCs) have access to industry-leading products and services, award-winning platforms and client education - all designed to meet the unique life priorities of our clients. SBCs partner closely with financial center employees as part of one team that delivers exceptional client care. Your role will be to acquire and deepen small business relationships through face-to- face meetings. You'll actively connect with our clients through outbound telephone calls and execute consistent follow-up routines to meet their needs. The small business consultant role is the first step to a rewarding and successful career. At this stage you'll start building the relationships that can shape your career, and be exposed to the products, platforms and tools needed to serve clients. Our comprehensive education program will help you get the necessary training and guidance along a defined path to help become the consultant you want to be. We'll help you • Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Small Business Academy to develop as a consultant. • Build a quality external network of business relationships within your small business banking community. • Leverage the power of our company by working closely with internal and external partners to use the full capabilities of the bank. • Provide small business related guidance to financial center employees through huddles and team meetings. • Effectively balance sales performance, operational risk, and client relationship care. As a consultant, you can look forward to • Incentive awards for meeting goals. • Growing your network to eventually grow your business. Leverage our relationships with one out of two U.S. households. You'll interact with banking clients and small business owners alike. You will also tap into a range of experts, from lending officers to financial solutions advisors. • Robust marketing support to reach wider audiences with greater appeal. • Ongoing professional development to deepen your skills and optimize your talent as the industry evolves and changes. You're a person who (required skills) • Has demonstrated experience and proven success with business to business sales, or small business banking. • Has strong communication skills with the ability to effectively influence clients. • Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution. • Has a proven sales track record. • Is able to build productive partnerships and working relationships. • Is experienced with outbound phone sales. You'll be better prepared if you have (desired skills) • Experience with financial information, spreadsheets and financial skills. • Experience with in-person customer service and sales. • Experience working with small business clients. • Experience meeting or exceeding goals. • A working knowledge of small business products and services. • Bilingual skills. 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.

Job Description: Business Overview U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship. U.S. Trust is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. U.S. Trust employs more than 4,100 professionals and maintains 135 offices in 33 states. Job Description The Client Management Executive (CME) is responsible for the market's delivery of the client service experience, as well as the execution of strategic initiatives, risk management and oversight, and business management functions across the market and all functional disciplines. Acts as a market-level COO on Market Management Team (MMT) to identify and implement process improvement, drive resource allocation and efficiency, and ensure adherence to risk and compliance policies and regulatory standards. Works in close partnership with all members of MMT and control function partners in HR, Finance, Risk, Compliance, and Business Control Management. Has responsibility for budget/financial management, personnel processes, audit/compliance, space/resource allocation, associate training, client service processes and events, process improvement, business continuity, and market communication. Maintains key focus on oversight and administration, including Reg. 9, IPS, Asset Monitoring, KYC, ARQ's, account opening, Money Movement, Disc Distributions. Responsible for the performance and talent management of business support team, including CSSOs. Reports to Divisional CBME with dotted line to the Market Executive in Hub market. Responsible for all markets within hub. The Client Management Executive (CME) is responsible for the market's delivery of the client service experience, as well as the execution of strategic initiatives, risk management and oversight, and business management functions across the market and all functional disciplines in mid-large sized and/or complex markets. Acts as a market-level COO on Market Management Team (MMT) to identify and implement process improvement, drive resource allocation and efficiency, and ensure adherence to risk and compliance policies and regulatory standards. Works in close partnership with all members of MMT, Trust and Investments National Practice Groups and control function partners in HR, Finance, Risk, Compliance and Business Control Management. Has responsibility for budget/financial management , personnel processes, audit/compliance, space/resource allocation, associate training, client service processes and events , process improvement, business continuity and market communication. Maintains k ey focus on oversight and administration and partners as applicable with functional experts to ensure execution and completion of key activities, including but not limited to KYC, account opening, Money Movement Disc Distributions, Asset Allocation Monitoring, Reg . 9, Investment Policy Statements, ARQs, etc. Responsible for the performance and talent management of all business support functions including business support leads, Sr. Client Associates, CSSOs, PM Associates, PM Assistants, Associate Trust Officers and Trust Admin Officers. Partners with functional leaders to ensure executive support including career sponsorship and technical coaching are provided within each respective discipline. Reports to Divisional CBME. Core Competencies Communication Synthesizes information effectively to create compelling presentations/documents (strong PowerPoint and Excel capabilities) Communicates clearly and concisely, both verbally and in writing Collaborates effectively with peers and partners Strong skill set in negotiation, influencing and conflict management Judgment & Decision Making Experienced with both quantitative and qualitative analysis, ability to leverage data to inform sound judgment and business decisions Client centric mindset; looks at all sides of an issue with the client's lens at the forefront Effectively balances growth focus with strong risk management mindset High Capacity Executer Can drive results and routines and hold others accountable Strong time management, organizational skills and an ability to prioritize Leadership Demonstrated ability to attract, develop, coach and retain top/high performing talent Gains followership from reports and credibility across client teams Builds a team culture; is collaborative and inclusive Business Acumen Well versed in U.S. Trust capabilities and solutions, industry service practices and trends, online/mobile environment Thorough knowledge of UST/fiduciary client and risk/oversight functions and products Deep understanding of business strategy Series 7, 63, and 24 a plus BA/BS degree required or equivalent experience Major Responsibilities Client Service Experience Execute at-risk and client retention process Drives the client experience including ownership of client issues, client satisfaction and delivery of UST full capabilities Drive execution of Market level Client Advisory Councils Risk Management Work with key partners to mitigate fraud and service risk Drive understanding & adherence to policy & procedures across market SIAI - Proactive identification and resolution of issues Manage client compliant process Strategic Execution and Initiative Planning Develops market-level strategy/business review presentations Drives execution of business initiatives across market Owns market-wide communication strategy Business Management & Reporting Drives MMT leadership and market-level business routines Partner with Finance on budgetary and expense management Partner with Corporate Workplace on space planning and office needs Ensure completion of all administrative functions across market Drives process efficiency and execution across market (all disciplines) to increase ease of doing business Business performance tracking across key metrics Compensation tracking & reporting (including AGA execution) Oversee coordination of Business Continuity plans and activities Coordinate training participation of client teams Management of Business Support Team & CSSO Population Recruit, develop, and retain business support talent Performance management and comp decisioning of business support team Peer mentor and coach as applicable for Business Support Mgrs. Oversight and Administration Owns key oversight functions such as KYC's, Money Movement, account opening, Disc Distributions, Asset Allocation Monitoring, Reg. 9, Investment Policy Statements and ARQs Coordinate risk/oversight priorities across the market Ensures market completion of mandatory training

Job Description: Job Profile Summary Responsible for performing complex analysis and is engaged in the development of modeling that maximizes profits and asset growth and minimizes operating losses and compliance risk exposures. Provides analytical support on various product and operating strategies to ensure company goals are met. Coordinates the production of performance reports for senior mgt. Reviews and analyzes trends in current population distributions and recommends strategies. May participate in or develop complex program models to extract data and use databases to provide statistical and financial modelling. Master's degree or large data experience preferred; Programming experience like SQL, SAS preferred and/or Python/R experience preferred. Minimum of 5 years' experience. • Identify and support operational risk analytics. • Support LOB analytic needs. • Help push out 1 or 2 proof of concepts in Machine Learning and AI for Operational and Compliance Risk. Required Skills: Quantitative (engineering, statistical, sciences, math) BS degree. MS preferred. 2 - 5 years of banking and/or risk management experience. Desired Skills: Familiarity with operational and compliance risk topics preferred but not required. Basel 3 Minimum capital and liquidity requirements

Job Description: Located in a financial center, Relationship Bankers will focus the majority of their time helping customers by deepening relationships through referrals and platform service to sales activities as well as self-service and transactional activities where needed. Responsibilities include, but are not limited to the following Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through Self Service technologies Where self-service isnt available, conduct over the counter transactions for service needs (e.g cashiers checks, safe deposit entry, etc.) 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 Identify and route preferred and small business client needs to the Relationship Manager and or FSA as appropriate for all sales, service and specialized needs Ensure the customers 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 (e.g consumer banking, small business, mortgage and investment needs) Leverage available resources and technologies (tablets, bank by appointment, etc.) 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 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

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

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

Job Description: Operations Managers play a critical leadership role in the financial center and are required to exercise discretion and independent judgment, as necessary. They are accountable for the operations of the financial center with oversight of functions that service the teller line, day to day policy and procedure adherence, and improvement of banking center performance. OMs also assume leadership responsibility for the banking center in the Financial Center Managers absence and ensure that the FCMs directives are implemented. Primary Responsibilities Manage the financial center operations Provide oversight on all operational activities including transaction accuracy and execution of operational leadership tasks Identify risks, prioritize areas of focus, educate associates on avoiding risks and create action plans Ensure that in the event of a new procedure, product, or operational change, associates are informed and are properly executing the change Track/manage service and operational performance metrics through monitoring of daily activities and reports. Ensure day-to-day service and sales activities comply with standards for customer and operational excellence and meet regulatory compliance requirements Ensure associate and customer safety Identify and route client needs to the Relationship Mngr., Center Based SBB and or FSA as appropriate for all sales, service and specialized needs Capitalize on referral opportunities to help customers take full value of their Bank of America relationship Leverage resources and technologies to optimize customer experience and serve our customers with excellence and accuracy Provide a value added customer experience that leads to improved satisfaction and sales Handle escalations in the absence of the FCM; ensure enterprise complaint tracking Own resource management for the financial center Assist associates in complex transactions/resolving issues that require understanding of regulatory compliance/policy and procedural knowledge. Coach associates to be efficient/in compliance with policies/procedures in customer service, operational procedures, transactions accuracy and customer engagement. Proven results exceeding goals in a customer-centric, results-driven environment Influence/collaborate with others outside of reporting authority to achieve shared goals Proven customer service skills/ability to resolve problems/escalate as needed Strong financial/business acumen including experience interpreting reports Proven record of balancing risk/making sound decisions while achieving business goals Strong interpersonal skills, ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships, and demonstrate a commitment to providing personalized service. Strong organizational skills, ability to manage multiple responsibilities, prioritize, and delegate while delivering results. Strong communication skills (verbal, non-verbal, written & presentation) and active listening skills. Proficiency in computer skills/professional programs. Ability to pass pre-employment assessments and compliance requirements. Availability to work weekends and/or extended hours as required. Will be required to conduct over the counter transactions for service needs as necessary. 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.

Job Description: Located in a financial center, Relationship Bankers will focus the majority of their time helping customers by deepening relationships through referrals and platform service to sales activities as well as self-service and transactional activities where needed. Responsibilities include, but are not limited to the following Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through Self Service technologies Where self-service isnt available, conduct over the counter transactions for service needs (e.g cashiers checks, safe deposit entry, etc.) 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 Identify and route preferred and small business client needs to the Relationship Manager and or FSA as appropriate for all sales, service and specialized needs Ensure the customers 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 (e.g consumer banking, small business, mortgage and investment needs) Leverage available resources and technologies (tablets, bank by appointment, etc.) 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 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