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At Bank of America we take great pride in creating career opportunities for our associates - and we provide them with the training and support they need to achieve their goals.
Bank of America is seeking professional and motivated candidates interested in the following opportunity:
The primary focus of the Private Banking Specialist will be to broaden and expand existing relationships of Global Wealth and Investment Management (GWIM) Emerging Wealth clients that are being served by their assigned geographic focus. The Specialist will partner with other subject matter experts and utilize appropriate Bank of America resources to provide Emerging Wealth Clients with a full range of financial services and planning. The Specialist will be responsible for mentoring Client Teams in referral generation, as well as developing relationships with existing Emerging Wealth Clients and Internal Business Partners. The Specialist must effectively capitalize on referrals generated by EW associates, profile client needs, engage appropriate internal business partners and execute highly customized solutions to meet the needs of the client. The Specialist must have a wide range of knowledge of all of Bank of Americas consumer product lines including: Credit, Banking, Brokerage, and Trust. Demonstrated track record of meeting and/or exceeding sales goals.
5+ years of banking experience working with high net worth clients
Sales experience with a record of success
Demonstrated mentoring/coaching skills
Knowledge of consumer product lines including Credit, Banking, Brokerage & Trust
Strong client focus
Excellent written and verbal communication skills
Ability to develop and broaden client relationships
Highly organized with a strong attention to detail
Strong MS Office (Excel, PowerPoint, Outlook)
A proactive team player
A.F.S. Loan system is highly desirable
In return for your talent, Bank of America offers outstanding career opportunities and advancement and promotes a healthy work/life balance through special benefits and programs.
Bank of America is an Equal Opportunity Employer M/F/D/V.
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