Senior Banker - Hillsboro Boulevard Financial Center

Bank of America•Deerfield Beach, FL

23h•Onsite

About The Position

At Bank of America, Senior Bankers serve as the first point of contact for financial center clients. The role helps identify the personal banking needs of individual and small business clients, offers appropriate solutions, and connects clients with specialists. Senior Bankers deepen client relationships through platform services, assist clients with self-service and transactional activities, and provide exceptional client care. The position also involves proactively connecting with clients through outbound calls and maintaining consistent follow-up routines. The role partners with teams to provide consumer and small business solutions, services, and strategies, and helps clients navigate their financial priorities. Senior Bankers educate clients on self-service technologies, use available resources and processes to deliver an accurate and effective client experience, and follow established processes, laws, and regulatory requirements for activities such as account opening and maintenance. Bank of America emphasizes an inclusive, collaborative in-office culture, with role-specific flexibility based on 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 focus on results and client interests.
Ability to collaborate effectively and build and nurture strong relationships.
Passion, commitment, and drive to deliver an experience that improves clients’ financial lives.
Confidence identifying solutions for new and existing clients based on their needs.
Strong written and verbal communication skills; able to engage clients effectively 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 successfully obtain a notary commission in the state of employment within a few months of the role’s start date; the exact timeframe varies by location.
Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.
High school diploma, GED, secondary school credential, 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 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 priorities.
Assist, educate, and train clients to complete 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, including 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.