Sr. Wealth Management Banking Specialist
On-site · State College, Pennsylvania, United States
State College, Pennsylvania, United StatesOn-siteFull TimeSenior LevelHigh School Or EquivalentUnknown
Type
Full Time
Level
Senior Level
Education
High School Or Equivalent
Company size
Unknown
Job Summary
Sr. Wealth Management Banking Specialist partners with Merrill Financial Advisors to deliver banking and borrowing solutions to clients, expanding Merrill client relationships by connecting them to consumer banking products and providing ongoing servicing; serves as a digital product expert, supports FA client referrals to other Bank of America specialists, educates clients on banking products, and ensures high-quality client service aligned with Wealth Management standards.
Required Qualifications
- Minimum 2-3 years of WMBS-related experience or relevant wealth management/financial services background
- Strong interpersonal and client-service skills
- Ability to educate clients on banking products and navigate complex client scenarios
- Proven leadership, coaching, and relationship-building abilities
- Proficiency in Microsoft Office and ability to manage multiple tasks
- Ability to work onsite as per workplace policy
- Bachelor’s degree or higher preferred
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