Wealth Management Banking Specialist - Private WM

nts for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Job Description:
This job is responsible for partnering with Merrill Financial Advisors (FAs) to deliver banking and borrowing solutions to their clients. Key responsibilities include creating relationships with FAs to deepen Merrill client relationships by connecting them to consumer banking solutions and providing ongoing servicing of those solutions. Job expectations include providing comprehensive banking solutions to clients, serving as a digital product expert, as well as identifying and encouraging FA client referrals to other Bank of America specialists.

Responsibilities:

• Emphasizes broader banking implications and benefits to Financial Advisors (FAs) and their teams to promote incorporation of banking into day-to-day FA practices and operations

• Partners with Financial Advisor teams to educate clients on banking products and help navigate complex client situations

• Delivers a high-quality client experience that is consistent with the expectations of a Wealth Management client by providing comprehensive financial solutions to clients, including managing expenses, building wealth, and managing debt

• Ensures exceptional client service quality delivery by supporting the operational execution of tasks and conducting follow-up routines to meet client needs

• Understands and accesses the full breadth of resources across the bank to create opportunities that meet a client's diverse financial needs

Skills:

• Account Management

• Client Solutions Advisory

• Customer and Client Focus

• Influence

• Relationship Building

• Advisory

• Client Experience Branding

• Executive Presence

• Networking

• Sales Performance Management

• Attention to Detail

• Pipeline Management

• Presentation Skills

• Prioritization

• Referral Identification

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
1st shift (United States of America)

Hours Per Week:
40

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