Senior Banker - Barry Road At Zona Rosa Financial Center

Bank of America•Kansas City, MO

6d•Onsite

About The Position

Bank of America seeks a Senior Banker to serve as a first point of contact for financial center clients. The role helps uncover the personal banking needs of individual and small business clients, offers suitable solutions, and connects clients with specialists. The Senior Banker deepens client relationships through platform services, supports self-service and transactional activities, and delivers exceptional client care. The role also involves proactively contacting clients through outbound calls and maintaining consistent follow-up routines. The position is open across the market, and the specific financial center will be determined by business needs. The successful candidate will train at one financial center and may then move to another location within a reasonable commuting distance of home, as permitted by applicable law. Bank of America describes its work culture as in-office and focused on collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

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 a focus on results and acting in the client's best interest.
Ability to collaborate effectively, get things done, and build and nurture strong relationships.
Passion, commitment, and drive to deliver experiences that improve clients' financial lives.
Confidence identifying solutions for new and existing clients based on their needs.
Strong written and verbal communication skills.
Ability to communicate confidently and effectively and engage clients 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 to meet client needs.
Effective time-management skills and ability to organize, prioritize, and perform multiple tasks simultaneously.
Must be a commissioned notary or successfully obtain a notary commission in the state of employment within a few months of the start date; timeframe varies by location and state law.
Must be able to work weekends and/or extended hours, which may include scheduling at any financial center within a reasonable distance.
Minimum education: 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 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 prior experience using laptop technology.
Skills: 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

Partner with teams to provide consumer and small business solutions, services, and strategies to financial center clients, uncovering personal banking needs and helping clients navigate their life priorities.
Assist, educate, and train clients in completing simple transactions through 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 when performing daily activities such as opening accounts, account maintenance, and Digital Assisted Shopping.
Manage client interactions by choosing an appropriate course of action for the bank and its clients and complying with regulatory requirements.
Proactively connect with clients through outbound calls and conduct consistent follow-up routines.