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Bank of America is seeking a results-driven sales-oriented professional to uncover personal banking needs, offer suitable solutions, and connect clients to specialists. You will balance service requests and handle in-person or inbound calls while proactively following up with clients.
Responsibilities include identifying client needs, presenting banking products, and guiding clients through complex financial engagements, with emphasis on accuracy and regulatory compliance.
Bank of America is seeking a results-driven sales-oriented professional to uncover personal banking needs, offer suitable solutions, and connect clients to specialists. You will balance service requests and handle in-person or inbound calls while proactively following up with clients.
Responsibilities include identifying client needs, presenting banking products, and guiding clients through complex financial engagements, with emphasis on accuracy and regulatory compliance.