Relationship Banker - Watertown Square Financial Center jobs at Bank Of America
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Bank Of America Financial Solutions Advisor - Greater Queens NY Market United States, New York, New York
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
Executes the bank's risk culture and strives for operational excellence. Builds relationships with clients to meet financial needs. Follows established processes and guidelines in daily activities to do what is...
Executes the bank's risk culture and strives for operational excellence. Builds relationships with clients to meet financial needs. Follows established processes and guidelines in daily activities to do what is...
Executes the bank's risk culture and strives for operational excellence. Builds relationships with clients to meet financial needs. Follows established processes and guidelines in daily activities to do what is...
Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through...
Executes the bank's risk culture and strives for operational excellence. Builds relationships with clients to meet financial needs. Follows established processes and guidelines in daily activities to do what is...
Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies. Communicates solutions to clients that are best suited for their...
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
Are you looking for a way to leverage your technical expertise to make a larger impact in the banking industry? We’re looking for an innovative and driven Relationship Banker to join our Tech Industry team at Watertown Square Financial Center. As our Relationship Banker, you’ll serve as the face of Bank of America within the tech industry and to our external customers, ensuring that each customer interaction sets a positive tone for the bank’s reputation.
Your primary responsibilities will be to build strategic relationships with tech customers in the local market, handling customer financial needs, maintaining and expanding customer relationships, uncovering sources of revenue, and fostering cross-selling opportunities. You’ll also proactively identify customer needs, bringing together customers and other bank partners to best meet customer needs and provide comprehensive solutions.
We’re looking for candidates with a strong knowledge of financial services and who can effectively and effectively handle transactions to ensure customer service is consistent and efficient. The ideal candidate is proactive, engaging, and has an infectious passion for building relationships.
If you’re excited about the idea of leveraging your technical expertise and utilizing your customer service skills in the banking industry, we want to hear from you! Join our team at Bank of America’s Watertown Square Financial Center and make a lasting impact in the tech industry.