Manager of FP&A for Real Estate at Acrisure overseeing forecasting and financial analysis. Key responsibilities include building financial models and supporting strategic initiatives.
About the role
- Relationship Banker engaging clients in banking transactions and providing education on self-service resources at Bank of America. Responsible for building client relationships and managing cash operations.
Responsibilities
- Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
- Accurately and efficiently processing cash transactions for clients as needed.
- Having deep conversations with clients to gain in-depth knowledge of their financial and life priorities and connecting them to solutions that meet their financial goals.
- Executes the bank's risk culture and strives for operational excellence.
- Builds relationships with clients to meet their 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.
Requirements
- 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.
- Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance.
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.
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