Los Angeles, California, United States · On-site
$25/hr–$31/hr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Active Listening, Business Acumen, Customer and Client Focus, Oral Communications, Problem Solving
Grove City, Ohio, United States · Remote Solely
Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your persona…
Skills: Customer Service, Communication, Interpersonal Skills, Leadership, Team Management
Grove City, Ohio, United States · Remote Solely
$1k–$2k/mo
What could an extra $1,000-$2,000 each month do for your household? We are helping teams find qualified candidates the chance to enter financial services on a part-time basis while working fully remotely. This means that…
Skills: Financial Strategy, Client Relationship Management, Insurance Product Presentation, Virtual Communication, Appointment Scheduling
Westerville, Ohio, United States · On-site
INSURANCE ADJUSTER CAREER OPPORTUNITIES Licensed Adjusters & Career-Entry Applicants Welcome No prior insurance adjusting experience is required for career-entry applicants. Are you interested in building a career as an …
Skills: Claims Adjusting, Insurance Licensing, Disaster Recovery, Field Inspection
Strongsville, Ohio, United States · On-site
INSURANCE ADJUSTER CAREER OPPORTUNITIES Licensed Adjusters & Career-Entry Applicants Welcome No prior insurance adjusting experience is required for career-entry applicants. Are you interested in building a career as an …
Skills: Claims Adjusting, Insurance Licensing, Disaster Recovery, Field Inspection
Sidney, Ohio, United States · On-site
INSURANCE ADJUSTER CAREER OPPORTUNITIES Licensed Adjusters & Career-Entry Applicants Welcome No prior insurance adjusting experience is required for career-entry applicants. Are you interested in building a career as an …
Skills: Claims Adjusting, Insurance Licensing, Disaster Recovery, Field Inspection
Atlanta, Georgia, United States · Hybrid
Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 …
Skills: FP&A, Accounting Principles, Procure-to-Pay, Financial Modelling, Team Leadership
Wapakoneta, Ohio, United States · On-site
INSURANCE ADJUSTER CAREER OPPORTUNITIES Licensed Adjusters & Career-Entry Applicants Welcome No prior insurance adjusting experience is required for career-entry applicants. Are you interested in building a career as an …
Skills: Claims Adjusting, Insurance Licensing, Property Inspection, Disaster Recovery, Case Management
Ravenna, Ohio, United States · On-site
INSURANCE ADJUSTER CAREER OPPORTUNITIES Licensed Adjusters & Career-Entry Applicants Welcome No prior insurance adjusting experience is required for career-entry applicants. Are you interested in building a career as an …
Skills: Claims Adjusting, Insurance Licensing, Disaster Recovery, Field Inspection
Washington Court House, Ohio, United States · On-site
INSURANCE ADJUSTER CAREER OPPORTUNITIES Licensed Adjusters & Career-Entry Applicants Welcome No prior insurance adjusting experience is required for career-entry applicants. Are you interested in building a career as an …
Skills: Claims Adjusting, Insurance Licensing, Disaster Recovery, Field Inspection
Avon, Ohio, United States · On-site
INSURANCE ADJUSTER CAREER OPPORTUNITIES Licensed Adjusters & Career-Entry Applicants Welcome No prior insurance adjusting experience is required for career-entry applicants. Are you interested in building a career as an …
Skills: Claims Adjusting, Insurance Licensing, Disaster Recovery, Field Inspection
Piqua, Ohio, United States · On-site
INSURANCE ADJUSTER CAREER OPPORTUNITIES Licensed Adjusters & Career-Entry Applicants Welcome No prior insurance adjusting experience is required for career-entry applicants. Are you interested in building a career as an …
Skills: Claims Adjusting, Insurance Licensing, Disaster Recovery, Field Inspection
Bellefontaine, Ohio, United States · On-site
Commercial Relationship Manager At Richwood Bank, our purpose is to inspire, protect, and celebrate anything that makes communities thrive. Have you ever wanted to work for a company that exceptionally lives its values? …
Skills: Commercial Lending, Financial Statement Analysis, Credit Assessment, Relationship Management, Risk Management
Ohio, United States · Remote OK
$60k–$85k/yr
Summary As a Relationship Manager, you will be a lead client advocate, ensuring exceptional service throughout our clients’ experience. You will also contribute to your team’s new business development activities, includi…
Skills: Client Relationship Management, Financial Planning, Business Development, Investment Products, Prospecting
Akron, Ohio, United States · On-site
INSURANCE ADJUSTER CAREER OPPORTUNITIES Licensed Adjusters & Career-Entry Applicants Welcome No prior insurance adjusting experience is required for career-entry applicants. Are you interested in building a career as an …
Skills: Claims Adjusting, Insurance Licensing, Disaster Recovery, Field Inspection
Columbus, Ohio, United States · On-site
Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and fi…
Skills: Market Research, Financial Analysis, Marketing Support, Sales Support, Communication
Columbus, Ohio, United States · Hybrid
$81k–$135k/yr
As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide®, “on your side” goes…
Skills: Data Analysis, SQL, Tableau, Power BI, Excel
Pataskala, Ohio, United States · On-site
INSURANCE ADJUSTER CAREER OPPORTUNITIES Licensed Adjusters & Career-Entry Applicants Welcome No prior insurance adjusting experience is required for career-entry applicants. Are you interested in building a career as an …
Skills: Claims Adjusting, Insurance Licensing, Disaster Recovery, Field Inspection
Cleveland, Ohio, United States · On-site
$38k–$63k/yr
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Accountability, Customer Solutions, Ensure Compliance, Personal Initiative, Process Improvements
Cincinnati, Ohio, United States · On-site
$18/hr–$20/hr
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to appl…
Skills: Client Relationship Management, Sales, Account Maintenance, Financial Advising, Risk Management
Los Angeles, California, United States • On-site
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Serve as the primary point of contact for individual and small business clients to uncover banking needs and offer appropriate financial solutions. Responsibilities include deepening client relationships, supporting self-service activities, and conducting outbound follow-up routines.
Requires at least one year of relationship-oriented sales experience and the ability to obtain a notary commission. Candidates must possess strong communication skills and the flexibility to work weekends or extended hours.
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
Job Description:
This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.
Responsibilities:
• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies
• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements
Required Qualifications:
• Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Is confident in identifying solutions for helping new and existing clients based on their needs.
• Has strong written and verbal communications skills.
• Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone).
• Has the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances.
• Applies strong critical thinking and problem-solving skills to meet clients’ needs.
• Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.
• Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws).
• Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
• An Associate’s Degree or Bachelor’s Degree in business, finance, or a related field.
• Experience working in a financial center where goals were met or exceeded.
• Retail and/or sales experience in a salary plus incentive environment.
• Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.
• Experience with financial information, spreadsheets and financial skills.
• Knowledge of banking products and services.
• Strong computer skills including Microsoft applications and previous experience utilizing laptop technology
Skills:
• Active Listening
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management
Minimum Education Requirement:
• High School Diploma / GED / Secondary School or equivalent
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and loan Originators.
Pay Transparency details
US - CA - Chatsworth - 20699 Nordhoff St - CHATSWORTH INDUSTRIAL BC (CA7167), US - CA - Northridge - 19240 Nordhoff St - NORTHRIDGE FASHION CENTER BC (CA7208), US - CA - Northridge - 19789 RINALDI ST - PORTER RANCH (CA7212), US - CA - Sherman Oaks - 14701 Ventura Blvd - SHERMAN OAKS BC (CA8131), US - CA - Tarzana - 18337 Ventura Blvd - TARZANA BC (CA8133)Pay and benefits informationPay range$25.97 - $31.75 hourly pay, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
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Based on 1724 listings with disclosed salaries, most finance & accounting jobs in Ohio pay between $60k–$173k per year. Individual offers vary with seniority, company size, and specialization.
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