Bank of America Careers | Wealth Management Banking Specialist, Red Bank, New Jersey

Bank of America

Job Description

Wealth Management Banking Specialist

This role will team with our Financial Advisors in our Wealth Management business, bringing our solutions and services to life for our clients. They will focus the majority of their time deepening relationships by connecting clients to our checking, savings and credit card solutions along with leveraging our referral model to Wealth Management Lending Officers and Credit Specialists. Candidates for this role will provide comprehensive financial solutions to individual wealth management clients with assets of $250,000 or more. This role will act in a consultative role in partnership with our FA teams to educate clients on banking solutions including serving as an expert in our digital space (mobile, online and ATM).

Duties and Responsibilities

Your main responsibilities in this role include the following:

Job Requirements

• Proven results exceeding goals in a client-centric, results-driven environment

• Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships and demonstrate a commitment to providing personalized service

• Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals

• Proven client service skills and the ability to resolve problems independently or escalate as needed to promote client satisfaction

• Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration

• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives

• Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements

• Applies strong critical thinking and problem-solving skills to meet clients’ needs

• Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results

• Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills

Job Details

Company Name: Bank of America

Employment Type: Full-time

Job Location: Red Bank, New Jersey, United States

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