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Bank of America Wealth Management Banking Specialist - New Jersey Areas in Florham Park, New Jersey

Wealth Management Banking Specialist - New Jersey Areas

Florham Park, New Jersey;Short Hills, New Jersey

Job Description:

Job Description:

This role will team with our Financial Advisors in our Wealth Management business, bringing our solutions and services to life for our clients. They will focus the majority of their time deepening relationships by connecting clients to our checking, savings and credit card solutions, engaging them with our digital banking capabilities and leveraging our referral model to Wealth Management Lending Officers and Credit Specialists. Candidates for this role will provide comprehensive financial solutions to individual wealth management clients with assets of $250,000 or more. This role will act in a consultative role in partnership with our FA teams to educate clients on banking solutions, including serving as an expert in our digital space (mobile, online and ATM) and assisting clients with online and mobile banking enrollment. A secondary role of this position will be to assist the FA teams in navigating complex client situations to ensure our clients are provided the best client experience.

As part of our team, you will have access to industry leading financial solutions and a team of dedicated product specialists – all designed to meet the unique life priorities of your clients – things like managing expenses, building wealth, managing debt, buying a home, saving for college or planning for unexpected life events. At Merrill Lynch, you will benefit from personal coaching, a host of career opportunities, robust training programs and ongoing development opportunities.

Required Skills:

  • Proven results exceeding goals in a client-centric, results-driven environment

  • Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships and demonstrate a commitment to providing personalized service

  • Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals

  • Proven client service skills and the ability to resolve problems independently or escalate as needed to promote client satisfaction

  • Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration

  • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives

  • Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements

  • Applies strong critical thinking and problem-solving skills to meet clients’ needs

  • Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results

  • Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills

  • Ability to learn and understand technology to assist clients with digital banking Qualifications:

  • Experience in the financial services industry and prior knowledge of financial services industry, products and solutions

  • Knowledge of banking (credit and deposit) products and services, including digital banking capabilities

  • Prior sales experience in a salary plus incentive environment with individual goals where goals were met or exceeded routinely

  • Prior experience providing excellent service to clients

Shift:

1st shift (United States of America)

Hours Per Week:

40

Full time

JR-20002983

Manages People: No

Travel: No

Talent Acquisition Contact:

Referral Bonus:

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf .

To view the "EEO is the Law" Supplement, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCPEEOSupplementFinalJRFQA508c.pdf .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .

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