Senior Banker- Pecan and Ware Financial Center

Bank of America • McAllen, TX

392d

About The Position

The Senior Banker at Bank of America serves as the primary point of contact for clients at the Pecan and Ware Financial Center in McAllen, Texas. This role focuses on understanding and addressing the personal banking needs of individual and small business clients, providing tailored solutions, and enhancing client relationships through exceptional service and support. The position emphasizes proactive client engagement and operational excellence in banking services.

Requirements

• High School Diploma / GED / Secondary School or equivalent
• Active Listening
• 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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED