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$26/hr–$32/hr
Full-time
associate degree, bachelor degree
Paid Time Off, Formulaic Incentive Plan
Posted 37d ago
~40 hrs/week
Responsibilities
Responsible for identifying personal and small business banking needs to recommend appropriate financial products and solutions. The role involves managing client relationships, handling transactional activities, and referring clients to specialized partners.
Requirements
Requires at least one year of relationship-oriented sales experience and the ability to obtain a notary commission. Candidates should possess strong communication skills and the flexibility to work weekends or extended hours.
Full job description
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, teammates, communities and shareholders every day.
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!
Job Description: This job is responsible for helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include balancing working service requests and other transactional activities such as in-person or inbound call delivery. Job expectations include proactively connecting with clients, conducting consistent follow-up routines, and handling complex and diverse client engagements.
Responsibilities:
Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs
Responds to customer inquiries and concerns, creating customized solutions
Identifies client needs for licensed sales functions and refer to partners (Merrill, Lending, & Small Business)
Quotes rates, terms and programs for banking solutions
Manages risk in every business, product and service transaction leveraging available tools
Leverages expertise from prior role by interacting with clients with an increased complexity of financial needs
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:
Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
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
Confident in identifying solutions for helping new and existing clients based on their needs
Strong written and verbal communications skills
Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)
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)
Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance
Desired Qualifications:
Associate 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
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - VA - Herndon - 1100 Herndon Pkwy - Herndon BC (VA9648)Pay and benefits informationPay range$26.00 - $32.50 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.
Related keywords
Personal BankingSmall Business BankingFinancial CenterChecking AccountsSavings AccountsCredit CardsCDsIRAsLoansMerrillDigital Assisted ShoppingRetail BankingFinancial ServicesRelationship BankingClient Centricity
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.
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Offices: 100 North Tryon Street, Charlotte, NC 28202, US · 16001 Dallas Pkwy, Addison, TX 75001, US · 3123 N Scottsdale Rd, Scottsdale, AZ 85251, US · 135 S La Salle St, Chicago, IL 60603, US · 500 W 7th St, Fort Worth, TX 76102, US
How much do Finance & Accounting jobs in Virginia pay?
Based on 3231 listings with disclosed salaries, most finance & accounting jobs in Virginia pay between $66k–$200k per year. Individual offers vary with seniority, company size, and specialization.
How many Finance & Accounting jobs are open in Virginia right now?
There are currently 4,866 open finance & accounting positions in Virginia listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Virginia?
Companies currently hiring include Capital One, Truist, MicroStrategy (now Strategy - Old Page), Amazon, CoStar Group, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Virginia?
Yes — 1455 of the 4866 open finance & accounting positions offer remote or hybrid work (571 remote, 884 hybrid).
How do I apply for Finance & Accounting jobs in Virginia?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.