4,817 jobs for "Financial Planner-Okotoks"

Patchogue, NY · Southold, NY · East Hampton, NY · Lake Grove, NY · Riverhead, NY · Selden, NY · Shirley, NY · East Setauket, NY · Holbrook, NY · Port Jefferson Station, NY · College Point, NY · Medford, NY$25 – $27/hrPosted today

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Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities:
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Required Qualifications:
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Is confident in identifying solutions for new and existing clients based on their needs
• Communicates effectively and confidently and is comfortable engaging all clients
• Has the ability to learn and adapt to new information and technology platforms
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Efficiently manages time and capacity
• Focuses on results while acting in the best interest of the client
• Can be flexible to work weekends and/or extended hours as needed

Desired Qualifications:
• Experience in financial services and knowledge of financial services industry, products and solutions
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
• Six months of cash handling experience
• Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance

Skills:
• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management

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

Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - NY - East Hampton - 14 Newtown Ln (NY5283), US - NY - East Setauket - 15 Bennetts Rd - EAST SETAUKET BC (NY5275), US - NY - Hampton Bays - 95 E Montauk Hwy (NY5292), US - NY - Holbrook - 300 Union Ave - HOLBROOK BC (NY5274), US - NY - Lake Grove - 3080 Middle Country Rd (NY5245), US - NY - Medford - 2851 Horseblock RD - MEDFORD BC (NY5248), US - NY - Patchogue - 47 W Main St (NY5273), US - NY - Port Jefferson Station 911 Route 112 - PORT JEFFERSON STATION BC (NY5252), US - NY - Riverhead - 499 Old Country Rd (NY5281), US - NY - Rocky Point - 366 Route 25a (NY5425), US - NY - Selden - 994 Middle Country Rd (NY5243), US - NY - Shirley - 1017 Montauk HWY - SHIRLEY BRANCH BC (NY5276), US - NY - Southold - 53300 Main Rd - SOUTHOLD BRANCH BC (NY5284)

Pay and benefits information

Pay range

$25.00 - $26.77 hourly pay, offers to be determined based on experience, education and skill set.

Predictable pay

This role is compensated with a base salary and is not incentive eligible.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

About Merrill

https://www.ml.com/

Size: 10,000+ employees
Industry: Financial Services

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