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    Wealth Management Banking Specialist - San Francisco, United States - Bank of America

    Bank of America
    Bank of America San Francisco, United States

    3 weeks ago

    Bank of America background
    Description
    Wealth Management Banking Specialist page is loaded

    Wealth Management Banking Specialist

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    locations

    San Francisco

    time type

    Full time

    posted on

    Posted 11 Days Ago

    job requisition id


    Job Description:


    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).


    Skills & Qualifications:
    3+ years experience in the financial services industry
    Proven results exceeding goals in a client-centric, results-driven environment
    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
    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
    Applies strong critical thinking and problem-solving skills to meet clients' needs
    Strong organizational skills including the ability to manage multiple responsibilities, prioritize, delegate and deliver results
    Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
    Ability to learn and understand technology to assist clients with digital banking
    Experience in the financial services industry and prior knowledge of financial services industry, products and solutions
    Knowledge of banking (credit and deposit) products and services, including digital banking capabilities
    Prior sales experience in a salary plus incentive environment where goals were met or exceeded routinely

    Shift:
    1st shift (United States of America)


    Hours Per Week:
    40
    About Us


    Bank of America is committed to help employees through the transition period when they're displaced as a result of a workforce reduction, realignment or similar measure.

    Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.
    Regardless of the position you are interested in, the starting points to building your resume are the same:

    • Determine the job or types of jobs you want to do and research their responsibilities and qualifications.
    • Think about why you can do the job and make a list of your skills that are relative to the job.
    • Identify experiences or accomplishments that show your proficiency in the skills required for the job.
    • Summarize your abilities, accomplishments and skills into a brief, concise document.
    Considerations when writing a resume


    • Do be brief. Resumes should be 1-2 pages in length.
    • Do be upbeat and active in your wording.
    • Do emphasize what you have done clearly and concretely.
    • Do be neat and well organized.
    • Do have others proofread and critique your resume. Spell check. Make it error free.
    • Do use high quality, white or light colored 81⁄2 x 11 paper. Use a laser printer if possible.
    • Don't be dishonest, always tell the truth about yourself in the most flattering light.
    • Don't include salary history or requirements.
    • Don't include references.
    • Don't include accomplishments that do not support your professional goals.
    Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.)


    Don't use italics, underlining, shadows or other fancy treatments.
    Seven steps to a successful interview

    • Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview?
    • Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available?
    • Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight.
    • Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down.
    • Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks.
    • Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease.
    • Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage.
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