CO
Principal Associate role in Finance Risk Management for Capital One. Responsible for Intercompany Agreement program management and risk management processes with cross - functional collaboration.
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.
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Finance Analyst executing finance planning and performance management for Mondelēz International. Collecting data, ensuring information integrity, and supporting performance analysis projects.
Finance & Accounting Intern supporting financial operations at Capgemini Invent. Collaborating with suppliers and teams for accurate accounting data and timely payments.
Finance Manager leading financial processes for the Hospital Business Unit at Haemonetics, supporting financial performance assessments, business models, and more.
Business Advisory Associate delivering financial consulting services including valuation and restructuring working with clients from diverse industries. Collaborating with teams to implement effective solutions and mentoring junior staff.
Vice President leading Commercial Financial Services at RBC, inspiring sales team and enhancing client loyalty through high standards and engagement.
Chartered Financial Planner delivering high - quality financial advice and managing client relationships. Inheriting a diverse portfolio of clients and providing exceptional service, as a part of Progeny's financial planning team.
Financial Solutions Advisor launching a financial services career at Bank of America. Guiding clients with advice and solutions to help them live their best financial lives.
Relationship Banker engaging clients and educating them on financial services at Bank of America. Focusing on cash transactions and connecting clients to financial solutions.
Financial Solutions Advisor helping clients achieve their financial goals through personalized advice and solutions. Responsible for obtaining necessary industry licenses and developing client relationships in financial centers.