Senior Banker II - East Longmeadow Financial Center

Bank of America • East Longmeadow, MA

1d • $25 - $32 • Onsite

About The Position

Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. Assists, educates, and trains clients on conducting simple transactions through self-service technologies. Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy. Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping. Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements. Responds to customer inquiries and concerns, creating customized solutions through in-person interactions and inbound call delivery.

Requirements

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
• In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months
• 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
• Confident in identifying solutions for helping new and existing clients based on their needs
• Strong written and verbal communications skills
• Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)
• Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
• Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws)
• Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
• High School Diploma / GED / Secondary School or equivalent

Nice To Haves

• Associate's Degree or Bachelor's Degree in business, finance or a related field
• Experience working in a financial center where goals were met or exceeded
• Retail and/or sales experience in a salary plus incentive environment
• Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded
• Experience with financial information, spreadsheets and financial skills
• Knowledge of banking products and services
• Strong computer skills including Microsoft applications and previous experience utilizing laptop technology

Responsibilities

• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies
• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements
• Responds to customer inquiries and concerns, creating customized solutions through in-person interactions and inbound call delivery

Benefits

• Access to paid time off
• Resources and support to our employees
• Formulaic incentive eligible
• Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions.
• Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities.
• Incentives are earned based on the employee’s performance against defined metrics.
• This role is currently benefits eligible.
• We provide industry-leading benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED