Financial Services

Securities, Commodities, and Financial Services Sales Agents

Buy and sell securities or commodities in investment and trading firms, or provide financial services to businesses and individuals.

Salary Breakdown

Securities, Commodities, and Financial Services Sales Agents

Average

$63,870

ANNUAL

$30.71

HOURLY

Entry Level

$37,790

ANNUAL

$18.17

HOURLY

Mid Level

$49,420

ANNUAL

$23.76

HOURLY

Expert Level

$101,750

ANNUAL

$48.92

HOURLY


Current Available & Projected Jobs

Securities, Commodities, and Financial Services Sales Agents

982

Current Available Jobs

12,690

Projected job openings through 2032


Sample Career Roadmap

Securities, Commodities, and Financial Services Sales Agents

Job Titles

Entry Level

JOB TITLE

Agent

Mid Level

JOB TITLE

Advisor

Expert Level

JOB TITLE

Director

Supporting Programs

Securities, Commodities, and Financial Services Sales Agents

Sort by:


Northern Arizona University
  Flagstaff, AZ 86011      Certification

Northern Arizona University
  Flagstaff, AZ 86011      Certification

University of Arizona
  Tucson, AZ 85721-0066      Degree Program

Arizona State University
  AZ      Certification

Arizona State University
  AZ      Certification

Top Expected Tasks

Securities, Commodities, and Financial Services Sales Agents


Knowledge, Skills & Abilities

Securities, Commodities, and Financial Services Sales Agents

Common knowledge, skills & abilities needed to get a foot in the door.

KNOWLEDGE

Customer and Personal Service

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Sales and Marketing

SKILL

Active Listening

SKILL

Critical Thinking

SKILL

Judgment and Decision Making

SKILL

Monitoring

SKILL

Active Learning

ABILITY

Oral Comprehension

ABILITY

Oral Expression

ABILITY

Deductive Reasoning

ABILITY

Speech Clarity

ABILITY

Written Comprehension


Job Opportunities

Securities, Commodities, and Financial Services Sales Agents

  • Commercial Sales Manager
    AutoZone, Inc.    Parker, AZ 85344
     Posted about 20 hours    

    The Commercial Sales Manager is responsible for driving the commercial sales within their AutoZone location. The CSM develops and maintains positive relationships with commercial customers by managing the acquisition and delivery of products, providing ongoing customer service, and maintaining expert knowledge on parts and inventory. The CSM exceeds customer’s expectation by delivering WOW! Customer Service to all AZ Commercial accounts by Living the Pledge everyday.

    Responsibilities

    + Achieve growth and hit sales targets by successfully maintaining and developing commercial sales. Develop new accounts through face to face and telephone contact with potential customers

    + Act as the primary contact for commercial customers; Actively maintain open lines of communication between AutoZone and commercial customers

    + Ensure efficient delivery of products by planning delivery routes and managing drivers. Ensures appropriate delivery documentation is generated for each delivery

    + Act as a consultative partner to commercial customers by maintaining expert knowledge on automotive parts and industry; Conduct research to guarantee the customer is offered the ‘right part for the right price’

    + Maintain records and billing for commercial accounts; processes returns and reconciles accounts

    + Visits commercial accounts and ensures accounts are serviced and deliveries are made as promised. Contribute to the AutoZone ‘one-team’ environment by assisting customers and AutoZoners with various aspects of the business

    + Build and maintain strong relationship with management team. Assists with training and developing drivers, commercial specialist, and other AutoZoners as directed by the SM or DM

    + Maintains a safe working environment while ensuring AutoZoners are implementing those practices including PPE (Personal Protective Equipment)

    + Follows proper accident and claim procedures. Complies with safe driving rules and procedures and ensures all Commercial Zoners have approved driver status

    + Properly maintains vehicle(s) and takes the necessary steps to report vehicle maintenance issues.

    Requirements

    + High School Diploma or equivalent

    + Basic knowledge of automotive parts is required

    + Effective leader with excellent communication skills, strong decision making abilities, and excellent selling skills

    + Ability to lift, load, and deliver merchandise

    + Ability to work a flexible schedule to meet the business needs, including holidays, evenings and weekend shifts

    Benefits at AutoZone

    AutoZone cares about people. That’s why AutoZone offers thoughtful benefits programs with one-on-one benefit guidance designed to improve AutoZoners’ physical, mental and financial wellbeing.

    Some of these benefits include:

    + Competitive pay and paid time off

    + Unrivaled company culture

    + Medical, dental, vision, life, and short- and long-term disability insurance options

    + Health Savings and Flexible Spending Accounts with wellness rewards

    + Exclusive Discounts and Perks, including AutoZone In-store discount

    + 401(k) with Company match and Stock Purchase Plan

    + AutoZoners Living Well Program for mental and physical health

    + Opportunities for career growth and tuition reimbursement

    Eligibility and waiting period requirements may apply; benefits for Autozoners in Puerto Rico, Hawaii or the U.S. Virgin Islands may differ. Learn more about all that AutoZone has to offer at careers.autozone.com

    An ONLINE APPLICATION is REQUIRED. Click the Apply button to complete your application. For step-by-step instructions on how to apply visit careers.autozone.com/candidateresources

    Fair Chance Statement: An applicant’s criminal record is not a disqualification from employment and will be considered individually based on factors such as the relationship between the position sought and the criminal offense, the nature of the offense and the time elapsed since the offense, and any other relevant information. This includes compliance with the San Francisco Fair Chance Ordinance, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the New York City Fair Chance Act and the Philadelphia Fair Chance Hiring Act.

    As permitted by state or local law, AutoZone may consider certain offenses to be relevant to positions responsible for conducting or overseeing financial transactions on behalf of AutoZone, driving company vehicles and/or supervision of minors.

    Philadelphia Fair Chance poster:
    https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf

    Please note: We continuously accept applications for this position. Our hiring managers frequently review submissions and will contact you if we think you are a good fit for our team.

    AutoZone, and its subsidiary, ALLDATA are equal opportunity employers. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other legally protected categories.


    Employment Type

    Full Time

  • Commercial Sales Manager
    AutoZone, Inc.    Peoria, AZ 85381
     Posted about 20 hours    

    The Commercial Sales Manager is responsible for driving the commercial sales within their AutoZone location. The CSM develops and maintains positive relationships with commercial customers by managing the acquisition and delivery of products, providing ongoing customer service, and maintaining expert knowledge on parts and inventory. The CSM exceeds customer’s expectation by delivering WOW! Customer Service to all AZ Commercial accounts by Living the Pledge everyday.

    Responsibilities

    + Achieve growth and hit sales targets by successfully maintaining and developing commercial sales. Develop new accounts through face to face and telephone contact with potential customers

    + Act as the primary contact for commercial customers; Actively maintain open lines of communication between AutoZone and commercial customers

    + Ensure efficient delivery of products by planning delivery routes and managing drivers. Ensures appropriate delivery documentation is generated for each delivery

    + Act as a consultative partner to commercial customers by maintaining expert knowledge on automotive parts and industry; Conduct research to guarantee the customer is offered the ‘right part for the right price’

    + Maintain records and billing for commercial accounts; processes returns and reconciles accounts

    + Visits commercial accounts and ensures accounts are serviced and deliveries are made as promised. Contribute to the AutoZone ‘one-team’ environment by assisting customers and AutoZoners with various aspects of the business

    + Build and maintain strong relationship with management team. Assists with training and developing drivers, commercial specialist, and other AutoZoners as directed by the SM or DM

    + Maintains a safe working environment while ensuring AutoZoners are implementing those practices including PPE (Personal Protective Equipment)

    + Follows proper accident and claim procedures. Complies with safe driving rules and procedures and ensures all Commercial Zoners have approved driver status

    + Properly maintains vehicle(s) and takes the necessary steps to report vehicle maintenance issues.

    Requirements

    + High School Diploma or equivalent

    + Basic knowledge of automotive parts is required

    + Effective leader with excellent communication skills, strong decision making abilities, and excellent selling skills

    + Ability to lift, load, and deliver merchandise

    + Ability to work a flexible schedule to meet the business needs, including holidays, evenings and weekend shifts

    Benefits at AutoZone

    AutoZone cares about people. That’s why AutoZone offers thoughtful benefits programs with one-on-one benefit guidance designed to improve AutoZoners’ physical, mental and financial wellbeing.

    Some of these benefits include:

    + Competitive pay and paid time off

    + Unrivaled company culture

    + Medical, dental, vision, life, and short- and long-term disability insurance options

    + Health Savings and Flexible Spending Accounts with wellness rewards

    + Exclusive Discounts and Perks, including AutoZone In-store discount

    + 401(k) with Company match and Stock Purchase Plan

    + AutoZoners Living Well Program for mental and physical health

    + Opportunities for career growth and tuition reimbursement

    Eligibility and waiting period requirements may apply; benefits for Autozoners in Puerto Rico, Hawaii or the U.S. Virgin Islands may differ. Learn more about all that AutoZone has to offer at careers.autozone.com

    An ONLINE APPLICATION is REQUIRED. Click the Apply button to complete your application. For step-by-step instructions on how to apply visit careers.autozone.com/candidateresources

    Fair Chance Statement: An applicant’s criminal record is not a disqualification from employment and will be considered individually based on factors such as the relationship between the position sought and the criminal offense, the nature of the offense and the time elapsed since the offense, and any other relevant information. This includes compliance with the San Francisco Fair Chance Ordinance, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the New York City Fair Chance Act and the Philadelphia Fair Chance Hiring Act.

    As permitted by state or local law, AutoZone may consider certain offenses to be relevant to positions responsible for conducting or overseeing financial transactions on behalf of AutoZone, driving company vehicles and/or supervision of minors.

    Philadelphia Fair Chance poster:
    https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf

    Please note: We continuously accept applications for this position. Our hiring managers frequently review submissions and will contact you if we think you are a good fit for our team.

    AutoZone, and its subsidiary, ALLDATA are equal opportunity employers. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other legally protected categories.


    Employment Type

    Full Time

  • Financial Solutions Advisor - West Valley Area
    Bank of America    Prescott Valley, AZ 86312
     Posted about 20 hours    

    Financial Solutions Advisor - West Valley Area

    Phoenix, Arizona;Peoria, Arizona; Prescott Valley, Arizona

    **To proceed with your application, you must be at least 18 years of age.**

    Acknowledge

    Refer a friend

    **To proceed with your application, you must be at least 18 years of age.**

    Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Phoenix/Financial-Solutions-Advisor---West-Valley-Area\_25032598-2)

    **Job Description:**

    Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.

    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 providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

    **Responsibilities:**

    + Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions

    + Recommends banking and investments strategies that align with client financial goals and needs

    + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds

    + Mitigates and controls risk as part of daily activities

    + Identifies and engages potential new clients through referrals or financial center clientele

    + Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

    **Required** **Qualifications** :

    + Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.

    + Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

    + Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

    + Sets and accomplishes goals, achieving whatever you put your mind to.

    + Builds and nurtures strong relationships.

    + Collaborates effectively with others to get things done.

    + Communicates effectively and confidently and is comfortable engaging all clients.

    + Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.

    + Likes to learn, adapts to new information and seeks the right solutions for clients.

    + Efficiently manages your time and capacity.

    + Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

    **Desired** **Qualifications** :

    + Bi-lingual Spanish speaking

    + Strong computer skills with an ability to multitask in a demanding environment.

    + At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

    + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).

    + Obtained your insurance licenses.

    **Skills:**

    + Account Management

    + Advisory

    + Client Experience Branding

    + Customer and Client Focus

    + Oral Communications

    + Active Listening

    + Attention to Detail

    + Client Solutions Advisory

    + Issue Management

    + Pipeline Management

    + Causation Analysis

    + Client Management

    + Policies, Procedures, and Guidelines

    + Risk Management

    + Written Communications

    **Minimum Education Requirement:**

    + High School Diploma / GED / Secondary School or equivalent

    **Schedule:**

    + Monday - Friday and rotating Saturdays

    **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.

    To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

    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.


    Employment Type

    Full Time

  • Relationship Banker
    Bank of America    Oro Valley, AZ 85737
     Posted about 20 hours    

    Relationship Banker

    Oro Valley, Arizona

    **To proceed with your application, you must be at least 18 years of age.**

    Acknowledge

    Refer a friend

    **To proceed with your application, you must be at least 18 years of age.**

    Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Oro-Valley/Relationship-Banker\_25032593-2)

    **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

    **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.

    To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

    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.


    Employment Type

    Full Time

  • Relationship Banker
    Bank of America    Phoenix, AZ 85067
     Posted about 20 hours    

    Relationship Banker

    Phoenix, Arizona

    **To proceed with your application, you must be at least 18 years of age.**

    Acknowledge

    Refer a friend

    **To proceed with your application, you must be at least 18 years of age.**

    Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Phoenix/Relationship-Banker\_25032349)

    **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

    **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.

    To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

    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.


    Employment Type

    Full Time

  • Financial Solutions Advisor - East Valley Phoenix Area
    Bank of America    Tempe, AZ 85282
     Posted about 20 hours    

    Financial Solutions Advisor - East Valley Phoenix Area

    Phoenix, Arizona;Mesa, Arizona; Tempe, Arizona; Chandler, Arizona; Mesa, Arizona

    **To proceed with your application, you must be at least 18 years of age.**

    Acknowledge

    Refer a friend

    **To proceed with your application, you must be at least 18 years of age.**

    Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Phoenix/Financial-Solutions-Advisor---Consumer-Investments---East-Valley-Phoenix-Area\_25028223)

    **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 providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

    **Responsibilities:**

    + Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions

    + Recommends banking and investments strategies that align with client financial goals and needs

    + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds

    + Mitigates and controls risk as part of daily activities

    + Identifies and engages potential new clients through referrals or financial center clientele

    + Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

    **Required** **Qualifications** :

    + Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.

    + Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

    + Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

    + Sets and accomplishes goals, achieving whatever you put your mind to.

    + Builds and nurtures strong relationships.

    + Collaborates effectively with others to get things done.

    + Communicates effectively and confidently and is comfortable engaging all clients.

    + Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.

    + Likes to learn, adapts to new information and seeks the right solutions for clients.

    + Efficiently manages your time and capacity.

    + Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

    **Desired** **Qualifications** :

    + Bi-lingual Spanish speaking

    + Strong computer skills with an ability to multitask in a demanding environment.

    + At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

    + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).

    + Obtained your insurance licenses.

    **Skills:**

    + Account Management

    + Advisory

    + Client Experience Branding

    + Customer and Client Focus

    + Oral Communications

    + Active Listening

    + Attention to Detail

    + Client Solutions Advisory

    + Issue Management

    + Pipeline Management

    + Causation Analysis

    + Client Management

    + Policies, Procedures, and Guidelines

    + Risk Management

    + Written Communications

    **Minimum Education Requirement:**

    + High School Diploma / GED / Secondary School or equivalent

    **Schedule:**

    + Monday - Friday and rotating Saturdays

    **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.

    To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

    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.


    Employment Type

    Full Time

  • Financial Solutions Advisor - West Valley Area
    Bank of America    Phoenix, AZ 85067
     Posted about 20 hours    

    Financial Solutions Advisor - West Valley Area

    Phoenix, Arizona;Peoria, Arizona; Prescott Valley, Arizona

    **To proceed with your application, you must be at least 18 years of age.**

    Acknowledge

    Refer a friend

    **To proceed with your application, you must be at least 18 years of age.**

    Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Phoenix/Financial-Solutions-Advisor---West-Valley-Area\_25032598-2)

    **Job Description:**

    Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.

    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 providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

    **Responsibilities:**

    + Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions

    + Recommends banking and investments strategies that align with client financial goals and needs

    + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds

    + Mitigates and controls risk as part of daily activities

    + Identifies and engages potential new clients through referrals or financial center clientele

    + Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

    **Required** **Qualifications** :

    + Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.

    + Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

    + Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

    + Sets and accomplishes goals, achieving whatever you put your mind to.

    + Builds and nurtures strong relationships.

    + Collaborates effectively with others to get things done.

    + Communicates effectively and confidently and is comfortable engaging all clients.

    + Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.

    + Likes to learn, adapts to new information and seeks the right solutions for clients.

    + Efficiently manages your time and capacity.

    + Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

    **Desired** **Qualifications** :

    + Bi-lingual Spanish speaking

    + Strong computer skills with an ability to multitask in a demanding environment.

    + At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

    + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).

    + Obtained your insurance licenses.

    **Skills:**

    + Account Management

    + Advisory

    + Client Experience Branding

    + Customer and Client Focus

    + Oral Communications

    + Active Listening

    + Attention to Detail

    + Client Solutions Advisory

    + Issue Management

    + Pipeline Management

    + Causation Analysis

    + Client Management

    + Policies, Procedures, and Guidelines

    + Risk Management

    + Written Communications

    **Minimum Education Requirement:**

    + High School Diploma / GED / Secondary School or equivalent

    **Schedule:**

    + Monday - Friday and rotating Saturdays

    **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.

    To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

    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.


    Employment Type

    Full Time

  • Commercial Sales Manager
    AutoZone, Inc.    Phoenix, AZ 85067
     Posted about 20 hours    

    The Commercial Sales Manager is responsible for driving the commercial sales within their AutoZone location. The CSM develops and maintains positive relationships with commercial customers by managing the acquisition and delivery of products, providing ongoing customer service, and maintaining expert knowledge on parts and inventory. The CSM exceeds customer’s expectation by delivering WOW! Customer Service to all AZ Commercial accounts by Living the Pledge everyday.

    Responsibilities

    + Achieve growth and hit sales targets by successfully maintaining and developing commercial sales. Develop new accounts through face to face and telephone contact with potential customers

    + Act as the primary contact for commercial customers; Actively maintain open lines of communication between AutoZone and commercial customers

    + Ensure efficient delivery of products by planning delivery routes and managing drivers. Ensures appropriate delivery documentation is generated for each delivery

    + Act as a consultative partner to commercial customers by maintaining expert knowledge on automotive parts and industry; Conduct research to guarantee the customer is offered the ‘right part for the right price’

    + Maintain records and billing for commercial accounts; processes returns and reconciles accounts

    + Visits commercial accounts and ensures accounts are serviced and deliveries are made as promised. Contribute to the AutoZone ‘one-team’ environment by assisting customers and AutoZoners with various aspects of the business

    + Build and maintain strong relationship with management team. Assists with training and developing drivers, commercial specialist, and other AutoZoners as directed by the SM or DM

    + Maintains a safe working environment while ensuring AutoZoners are implementing those practices including PPE (Personal Protective Equipment)

    + Follows proper accident and claim procedures. Complies with safe driving rules and procedures and ensures all Commercial Zoners have approved driver status

    + Properly maintains vehicle(s) and takes the necessary steps to report vehicle maintenance issues.

    Requirements

    + High School Diploma or equivalent

    + Basic knowledge of automotive parts is required

    + Effective leader with excellent communication skills, strong decision making abilities, and excellent selling skills

    + Ability to lift, load, and deliver merchandise

    + Ability to work a flexible schedule to meet the business needs, including holidays, evenings and weekend shifts

    Benefits at AutoZone

    AutoZone cares about people. That’s why AutoZone offers thoughtful benefits programs with one-on-one benefit guidance designed to improve AutoZoners’ physical, mental and financial wellbeing.

    Some of these benefits include:

    + Competitive pay and paid time off

    + Unrivaled company culture

    + Medical, dental, vision, life, and short- and long-term disability insurance options

    + Health Savings and Flexible Spending Accounts with wellness rewards

    + Exclusive Discounts and Perks, including AutoZone In-store discount

    + 401(k) with Company match and Stock Purchase Plan

    + AutoZoners Living Well Program for mental and physical health

    + Opportunities for career growth and tuition reimbursement

    Eligibility and waiting period requirements may apply; benefits for Autozoners in Puerto Rico, Hawaii or the U.S. Virgin Islands may differ. Learn more about all that AutoZone has to offer at careers.autozone.com

    An ONLINE APPLICATION is REQUIRED. Click the Apply button to complete your application. For step-by-step instructions on how to apply visit careers.autozone.com/candidateresources

    Fair Chance Statement: An applicant’s criminal record is not a disqualification from employment and will be considered individually based on factors such as the relationship between the position sought and the criminal offense, the nature of the offense and the time elapsed since the offense, and any other relevant information. This includes compliance with the San Francisco Fair Chance Ordinance, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the New York City Fair Chance Act and the Philadelphia Fair Chance Hiring Act.

    As permitted by state or local law, AutoZone may consider certain offenses to be relevant to positions responsible for conducting or overseeing financial transactions on behalf of AutoZone, driving company vehicles and/or supervision of minors.

    Philadelphia Fair Chance poster:
    https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf

    Please note: We continuously accept applications for this position. Our hiring managers frequently review submissions and will contact you if we think you are a good fit for our team.

    AutoZone, and its subsidiary, ALLDATA are equal opportunity employers. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other legally protected categories.


    Employment Type

    Full Time

  • Financial Solutions Advisor - West Valley Area
    Bank of America    Peoria, AZ 85381
     Posted about 20 hours    

    Financial Solutions Advisor - West Valley Area

    Phoenix, Arizona;Peoria, Arizona; Prescott Valley, Arizona

    **To proceed with your application, you must be at least 18 years of age.**

    Acknowledge

    Refer a friend

    **To proceed with your application, you must be at least 18 years of age.**

    Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Phoenix/Financial-Solutions-Advisor---West-Valley-Area\_25032598-2)

    **Job Description:**

    Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.

    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 providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

    **Responsibilities:**

    + Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions

    + Recommends banking and investments strategies that align with client financial goals and needs

    + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds

    + Mitigates and controls risk as part of daily activities

    + Identifies and engages potential new clients through referrals or financial center clientele

    + Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

    **Required** **Qualifications** :

    + Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.

    + Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

    + Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

    + Sets and accomplishes goals, achieving whatever you put your mind to.

    + Builds and nurtures strong relationships.

    + Collaborates effectively with others to get things done.

    + Communicates effectively and confidently and is comfortable engaging all clients.

    + Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.

    + Likes to learn, adapts to new information and seeks the right solutions for clients.

    + Efficiently manages your time and capacity.

    + Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

    **Desired** **Qualifications** :

    + Bi-lingual Spanish speaking

    + Strong computer skills with an ability to multitask in a demanding environment.

    + At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

    + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).

    + Obtained your insurance licenses.

    **Skills:**

    + Account Management

    + Advisory

    + Client Experience Branding

    + Customer and Client Focus

    + Oral Communications

    + Active Listening

    + Attention to Detail

    + Client Solutions Advisory

    + Issue Management

    + Pipeline Management

    + Causation Analysis

    + Client Management

    + Policies, Procedures, and Guidelines

    + Risk Management

    + Written Communications

    **Minimum Education Requirement:**

    + High School Diploma / GED / Secondary School or equivalent

    **Schedule:**

    + Monday - Friday and rotating Saturdays

    **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.

    To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

    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.


    Employment Type

    Full Time

  • Relationship Banker
    Bank of America    Sun Lakes, AZ 85248
     Posted about 20 hours    

    Relationship Banker

    Sun Lakes, Arizona

    **To proceed with your application, you must be at least 18 years of age.**

    Acknowledge

    Refer a friend

    **To proceed with your application, you must be at least 18 years of age.**

    Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Sun-Lakes/Relationship-Banker\_25032175)

    **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

    **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.

    To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

    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.


    Employment Type

    Full Time


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