Bank of America

Financial Planning and Analysis

• This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
• Key responsibilities include accurately and efficiently processing cash transactions for clients as needed.
• Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
• 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 right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Relationship Banker

• Work with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations
• Collaborate with and be mentored by Merrill Financial Advisor Teams to build upon experience to promote portfolio growth
• Developing a book of business in order to meet and exceed established performance hurdles
• Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions
• Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
• Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development
• Organizing and managing resources (time, people, budget) to run a productive practice
• Completing mandated training, assessments, performance goals and continuing education requirements

Financial Advisor – Merrill Advisor Development Program

• Developing a book of business in order to meet and exceed established performance hurdles.
• Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs.
• Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences.
• Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning.
• Organizing and managing resources (time, people, budget) to run a productive practice.
• Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client.
• Completing mandated training, assessments, performance goals and continuing education requirements.

Financial Advisor – Oklahoma Market

• Handles inbound inquiries from leads regarding Merrill offering.
• Positions the extensive capabilities of Merrill and Bank of America.
• Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate.
• Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts.
• Documents all client interactions and opportunities within Salesforce accurately.

• working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations
• developing a book of business in order to meet and exceed established performance hurdles
• effectively prioritizing sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions
• recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
• balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development
• organizing and managing resources (time, people, budget) to run a productive practice
• seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
• completing mandated training, assessments, performance goals and continuing education requirements

Financial Advisor – North Virginia Market

Operations

• Being the first point of contact for requests or service failure incidents and maintaining stability for a portfolio of applications.
• Performing initial investigations, mitigating impacts through routines and engaging in triages, responding to user requests.
• Working with technology teams to identify, troubleshoot, and resolve issues.
• Following well defined Standard Operating Procedures (SOPs) and partnering with experts.
• Leading, coordinating, and driving the resolution of high impact technology incidents.
• Ensuring timely communication, effective collaboration across technical teams, and adherence to incident management policies.

Production Operations Specialist – Incident Management

• Developing a book of business in order to meet and exceed established performance hurdles
• Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
• Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
• Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning
• Organizing and managing resources (time, people, budget) to run a productive practice
• Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
• Completing mandated training, assessments, performance goals and continuing education requirements

Financial Advisor – Indiana Market

Financial Advisor

• As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients.
• Additionally, you’ll have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth.
• Developing a book of business in order to meet and exceed established performance hurdles
• Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
• Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
• Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning
• Organizing and managing resources (time, people, budget) to run a productive practice
• Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
• Completing mandated training, assessments, performance goals and continuing education requirements

• Responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations
• Collaborate with and be mentored by Merrill Financial Advisor Teams to build upon experience to promote portfolio growth
• Develop a book of business to meet and exceed established performance hurdles
• Effectively prioritize sourcing prospective clients and executing highly customized solutions
• Recommend investment products and services that are suitable for prospects
• Balance investment growth, referral activities, customer follow-up, administrative compliance, and personal development
• Organize and manage resources to run a productive practice
• Complete mandated training, assessments, and continuing education requirements

• Handles inbound inquiries from leads regarding Merrill offerings
• Positions the extensive capabilities of Merrill and Bank of America
• Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
• Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
• Documents all client interactions and opportunities within Salesforce accurately

Bank of America

Relationship Banker

Financial Advisor – Merrill Advisor Development Program

Financial Advisor – Oklahoma Market

Financial Advisor – Merrill Advisor Development Program

Financial Advisor – North Virginia Market

Production Operations Specialist – Incident Management

Financial Advisor – Indiana Market

Financial Advisor

Financial Advisor

Financial Advisor

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Financial Advisor – Florida Tropics Market

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