What’s Bank of America like in terms of their business, the role, and the work culture?

Well, this role is all about acquiring new clients and deepening relationships with existing ones. You’ll be leading the Client Management Process and working with a team to provide a great experience for clients, making sure their financial needs are met with the bank’s full range of services.

You’ll need at least 12 years of experience in private banking or complex financial services. If you have equivalent experience in financial services or business, that could work too! Plus, you’ll need to be ready to get some specific licenses if you don’t already have them.

Actually, Bank of America has an in-office culture, but they do allow for some flexibility based on the role. So, it’s good to know that there’s a bit of room for that!

The key responsibilities include sourcing new clients, understanding their needs, and advocating for them as a trusted advisor. You’ll also be encouraging the use of digital tools to enhance the client experience and building relationships with partners and influencers.

Yes, this position requires SAFE Act registration, which means you’ll need to register with the federal registry system and pass a background check. It’s important to maintain that registration to keep your job, so that’s something to keep in mind!