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Wealth Management Banking Specialist - Wellesley Hills, MA

Bank of America
Wellesley Hills, MA
  • Job Code
Company Bank of America

Job Title Wealth Management Banking Specialist - Wellesley Hills, MA

Jobid bankofamerica-17051120WellesleyHillsMA

Location: Wellesley Hills, MA, 02481, USA

Description **Job Description:**

Business Overview

_Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With 10,869 Financial Advisors and $1.9 trillion in client balances as of December 31, 2015, Merrill Lynch is among the largest businesses of its kind in the world._

_Merrill Lynch Wealth Management specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill Lynchs financial advisors help clients pursue the life they envision through a one-on-one relationship with a financial advisor committed to their needs an advisor with access to the investment insights of Merrill Lynch and the banking convenience of Bank of America._

**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


+ 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

**Posting Date** : 07/20/2017

**Location** :


- United States

**Travel** : No

**Full / Part-time** : Full time

**Hours Per Week** : 40

**Shift** : 1st shift

**Assistance for Applicants with Disabilities**

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .

**Diversity & Inclusion**

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

**Frequently Asked Questions**

Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.

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Wealth Management Banking Specialist - Wellesley Hills, MA

Bank of America
Wellesley Hills, MA

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Wealth Management Banking Specialist - Wellesley Hills, MA

Bank of America
Wellesley Hills, MA

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