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, working to provide a great experience for clients by tapping into the bank’s full range of services. It’s really about understanding clients’ needs and advocating for them as their trusted advisor.

You’ll need at least 12 years of experience in private banking or complex financial services, or something similar in the financial sector. It’s important to have a strong background in business development, especially for clients with significant investable assets.

Yes, since this position may involve residential mortgage loans, you’ll need to register with the federal registry system under the SAFE Act. Keeping that registration in good standing is crucial, and not doing so could lead to disciplinary action.

Actually, they have a strong commitment to an in-office culture, but there’s also some flexibility based on the specific role. They really focus on creating a great workplace that supports employees’ wellness and development.

This position is part of a larger mission at Bank of America to make financial lives better. By building strong client relationships and providing tailored financial solutions, you’re not just helping individuals but also contributing to the overall well-being of the community.