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Wealth Management Banking Specialist Private WM

San Francisco, California

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Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill 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 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 proactively partnering with Merrill Financial Advisors (FAs) to identify client’s that can benefit from enterprise banking and borrowing solutions. Key responsibilities include creating relationships with FAs to deepen Merrill client relationships by connecting them to consumer banking solutions and providing ongoing engagement to assist clients in fully utilizing those solutions. Serve as a trusted business development partner to Merrill Financial Advisors in deepening banking relationships and growing deposits and uncovering additional opportunities to consolidate client wealth at Merrill. Job expectations include exhibiting strong sales acumen with a proactive and consistent approach to engage Advisors and identify tangible reasons why clients can benefit from enterprise banking solutions. Identifying client deepening opportunities, providing comprehensive banking solutions to clients, serving as a digital product expert, and working with the Advisor to identify client referrals to other Merrill and Bank of America specialists. Ability to provide tenacious and professional follow-up with Advisors and Clients to ensure value is delivered and clients gain full value from the services delivered.

Responsibilities:

+ Create opportunities to onboard new Bank of America clients by understanding needs through client discovery and recommending best fit solutions from our full suite of products, digital platform, and rewards.

+ Educate on benefits of banking solutions to Financial Advisors (FAs) and their teams to drive banking adoption into day-to-day FA practices and operations.

+ Partners with Financial Advisor teams to find right fit solutions for client banking needs and help navigate complex client situations.

+ Provide proactive guidance and resources to help advisor meet goals – driving growth, solving client needs and identifying new opportunities.

+ Deliver on team strategic and financial objectives with a bottom-line focus on business metrics and results.

+ Deliver 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 experience by supporting the efficient and professional 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.

+ Leverage of a wide range of data and systems, including Salesforce, to drive consistent client engagement and proactive advisor follow-up.

Required skills:

+ Demonstrates proven results exceeding goals in a client-centric, results-driven environment.

+ Prior banking experience in demand deposit, savings, transactional accounts. Working knowledge of investing products and services along with the latest online and digital capabilities

+ Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships and demonstrate a commitment to providing personalized service.

+ Has demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals,

+ Exhibits proven client engagement skills and the ability to engage partners to resolve problems and escalate as needed to promote client satisfaction.

+ Is able 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 to grow your career.

+ Applies strong critical thinking and problem-solving skills to meet clients’ needs

+ Displays strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results

+ Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills

+ Is able to learn and understand technology to assist clients with the latest in Digital and Digital banking

Desired skills:

+ Experience in the financial services industry working with high-end clients providing advice on products and solutions for any stage of their lives.

+ Prior sales experience in a salary plus incentive environment with individual goals, where goals were routinely met or exceeded

+ Prior experience providing excellent service to high-end clients and excelling in that environment

Skills:

+ Deposit Solutions Product Knowledge

+ Customer and Client Focus

+ Influence

+ Relationship Building and Networking

+ Executive Presence

+ Sales Performance Management

+ Analytical skills

+ Presentation skills

+ Influencing skills

+ Problem solving

+ Active listening and Communication skills

+ Relationship Building

+ Industry knowledge

+ Time management

+ Resilience

+ Collaboration

+ Business development focus

+ Ability to overcome objections.

**Minimum Education Requirement:** Bachelor’s degree preferred; High School Diploma / GED / Secondary School or equivalent.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.