Located in a financial center, Advisor Development Program - Relationship Bankers (ADP RB), part of the Advisor Development training program will focus the majority of their time deepening customer relationships by referring customers to sales specialists and offering appropriate financial solutions and services to both individual and small business customers/clients. The will engage in daily outbound calling to pre-selected Bank of America customers inviting them into the financial center for an appointment and will also assist in servicing customer needs where applicable. will focus the majority of their time helping customers by deepening relationships through referrals and platform service to sales activities as well as self-service and transactional activities where needed. Responsibilities include, but are not limited to the following Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through Self Service technologies Where self-service isnt available, conduct over the counter transactions for service needs (e.g cashiers checks, safe deposit entry, etc.) Work with retail customers to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs Identify and route preferred and small business client needs to the Relationship Manager and or FSA as appropriate for all sales, service and specialized needs Ensure the customers needs are met by partnering with specialists and business partners to understand what they offer to customers and the most effective way to generate business referrals (e.g consumer banking, small business, mortgage and investment needs) Leverage available resources and technologies (tablets, bank by appointment, etc.) to optimize the customer experience and serve our customers with operational excellence and accuracy Proactively manage risk in every business, product, and service transaction leveraging available tools. This position with report to a local Market Manager.
Shift:1st shift (United States of America)
Hours Per Week:40
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