U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.
U.S. Trust is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. U.S. Trust employs more than 4,100 professionals and maintains 135 offices in 33 states.
The mission of the Digital Adoption & Client Experience Team is to create compelling, consistent, and differentiated experiences that deliver sustainable value through integrated marketing and training solutions. The Digital Specialist will work with Private Client Advisors, client support associates, management and U.S Trust clients to increase awareness and adoption of all U.S. Trust digital tools.
The Digital Specialist will be responsible for training on all proprietary technology platforms by creating impactful interactions that increase awareness, drive adoption and position the technology as a valuable resource to increase satisfaction and capacity. The key objective for the role is to optimize the use of varied training vehicles across multiple channels with the appropriate frequency to build and demonstrate product offerings to the applicable audiences.
Develop a deep understanding of the technology product offerings (e.g., Client Relationship Workstation, Client Online & Mobile Platforms, Advisor Mobile and Social Collaboration tools, Salesforce and more)
Build and maintain strong relationships internally and with the user population
Create and update training materials, including training scripts, tip sheets, and FAQs on new and existing technology platforms
Schedule and facilitate training visits at the branch locations. Onsite training visits will be delivered in classroom format and/or one-to-one sessions
Participate in client engagement sessions when applicable
Deliver virtual training sessions via scheduled online learning portal
Create on-demand training sessions for use on the learning portal
Provide quantitative and qualitative training metrics (quantitative metrics include date of training session, location of training session, numbers of users trained, and topics discussed, and progress measurement; qualitative metrics include user questions raised, user questions answered, and user questions unanswered)
Leverage the issue management escalation process according to a pre-established process
Measure success by acceptance and adoption
Bachelor's Degree (5+ years experience in Wealth Management candidates with experience in technology-oriented roles preferred)
Exceptional verbal and written communication skills
Desire to be client facing
Desire to grow and learn
Strong knowledge of Microsoft Office
Travel required - 75% expected
This is a remote position that will spend 75% of the time travelling
Posting Date: 10/02/2018
Location: Jacksonville, FL, JACKSONVILLE 2, 4802 DEER LAKE DR E, Boston, MA, 100 FEDERAL ST (MA5100), Jersey City, NJ, 101 HUDSON ST (NJ2101), Pennington, NJ, HOPEWELL BLDG. 6, 1600 AMERICAN BLVD, Charlotte, NC, ONE BANK OF AMERICA CENTER, 150 N COLLEGE ST, - United States
Travel: Yes, 75% of the time
Full / Part-time: Full time
Hours Per Week: 40
Shift: 1st shift
Bank Of America Corporation