Senior Banker - Parkland Financial Center - Spanish Required

Bank of America•Coconut Creek, FL

3d•Onsite

About The Position

At Bank of America, the Senior Banker helps make clients’ financial lives better by serving as the first point of contact for financial center clients. The role uncovers personal banking needs for individual and small business clients, offers appropriate solutions, and connects clients with specialists. It deepens client relationships through platform services, supports clients with self-service and transactional activities, and delivers exceptional client care. The role also involves proactive outbound calls and consistent follow-up routines. Bank of America emphasizes responsible growth, an inclusive and caring workplace, teammate development and wellness, and an in-office culture that supports collaboration, engagement, and career development. The position is based at the Parkland Financial Center and requires Spanish. The schedule is first shift, 40 hours per week, with weekend and/or extended hours possible; the employee may be scheduled at any financial center within a reasonable distance.

Requirements

At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results and acting in the client’s best interest.
Ability to collaborate effectively and build and nurture strong relationships.
Passion, commitment, and drive to improve clients’ financial lives.
Confidence identifying needs-based solutions for new and existing clients.
Strong written and verbal communication skills; ability to engage clients confidently in person and by phone.
Ability to learn and adapt to new information and technology platforms, handle ambiguity, and adapt to changing circumstances.
Strong critical-thinking and problem-solving skills.
Effective time management, organization, prioritization, and ability to perform multiple tasks simultaneously.
Must be a commissioned notary or be able to obtain a notary commission in the state of employment within a few months of starting; exact timeframe varies by location and state laws.
Must be able to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.
Spanish language required.
High school diploma, GED, secondary school, or equivalent.

Nice To Haves

Associate’s 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 that 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 prior experience using laptop technology.

Responsibilities

Partner with teams to provide consumer and small business solutions, services, and strategies to financial center clients, uncovering banking needs and helping clients navigate life priorities.
Assist, educate, and train clients in conducting simple transactions using self-service technologies.
Use available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
Follow established processes, laws, and guidelines while performing daily activities such as opening accounts, account maintenance, and Digital Assisted Shopping.
Manage client interactions by choosing appropriate actions for the bank and its clients and complying with regulatory requirements.
Proactively connect with clients through outbound calls and conduct consistent follow-up routines.
Deepen client relationships through platform services, support self-service and transactional activities, and connect clients to specialists as appropriate.