Bank Of America Work Values

Daily Duties at Bank Of America:

• Retain and develop a portfolio of profitable business relationships by identifying financial needs. • Superior customer service skills with a consultative sales approach. • Consulting with high net worth clients to grow their assets by offering comprehensive financial planning, banking solutions and debt consolidation yielding increased revenue to the bank. • Develop, strengthen and utilize partnerships within the organization to exceed client’s expectations, maximize corporate unity and uncover referral opportunities. • Marketing activities include phone calls, asking for referrals, face to face meetings, and networking with financial advisors. • Exceptional credit analysis skills and uncovering credit opportunities. • Coordinate presentations and networking events with centers of influence such as CPAs, Real Estate agents, and outside loan brokers.

What they like about Bank Of America:

You highly value a work environment built on a formal structure, rules, and regulations. You do not enjoy the unpredictability of shifting priorities and deadlines that upset your routine. You require and enjoy direction, input and accountability as part of your work environment. You have a strong need to participate in making key decisions and feel left out if your superiors or co-workers do not seek your input when making decisions. You thrive on providing good customer service to both internal or external customers, and doing so makes you feel good.

Tags

Relationship Management, Financial Planner, Cash Management Stategies, Customer Service, Training, Coaching, Mentoring, Loan Originator, Banking, microsoft office, CRM software, Financial Services, Finance

Skills

Software Implementation, Cash Management, Financial Planning, Loan Origination, Customer Service, Coaching, Relationship Management

These are some of the questions we asked our climbers about their experiences with Bank Of America: