Senior Banker - Chadwick Square Financial Center

Bank of America • Worcester, MA

12d • $26 - $32 • Onsite

About The Position

At Bank of America, the Senior Banker helps make financial lives better by serving as the first point of contact for financial center clients. The role uncovers the personal banking needs of individual and small business clients, offers appropriate solutions, and connects clients with specialists. It deepens client relationships through platform services, supports self-service and transactional activities, and delivers exceptional client care. The Senior Banker also proactively contacts clients through outbound calls and conducts consistent follow-up routines.

The role partners with teams to provide consumer and small business solutions, services, and strategies tailored to clients’ needs and life priorities. It assists and educates clients on self-service technologies, uses available resources and processes to deliver an accurate and effective client experience, and follows established processes, laws, and regulatory requirements for activities such as account opening, account maintenance, and Digital Assisted Shopping.

This position is based at the Chadwick Square Financial Center in Worcester, Massachusetts. It is a first-shift role scheduled for 40 hours per week and may require weekend or extended-hour work, including scheduling at another financial center within a reasonable distance. The position pays $25.97–$31.75 per hour, with the offer determined by experience, education, and skill set. It is eligible for a formulaic incentive plan and benefits, including paid time off.

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 client interests.
• Ability to collaborate effectively and build and nurture strong relationships.
• Passion, commitment, and drive to 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 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.
• Effective time management, organization, prioritization, and ability to manage multiple tasks simultaneously.
• Must be a commissioned notary or successfully obtain a notary commission in the state of employment within a few months of starting, with the exact timeframe varying by location and state law.
• Must be able to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.
• High school diploma, GED, secondary school diploma, 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 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 based on clients’ personal banking needs and 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 when performing day-to-day activities, including opening accounts, account maintenance, and Digital Assisted Shopping.
• Manage client interactions by choosing an appropriate course of action for the bank and clients while 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 or transactional activities, and provide exceptional client care.

Benefits

• Industry-leading benefits.
• Access to paid time off.
• Resources and support for employee wellbeing and impact.
• Eligibility to participate in a formulaic incentive plan with monthly, quarterly, and/or annual incentive opportunities based on performance against defined metrics.

What This Job Offers

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