Senior Banker

Bank of America•Fort Worth, TX

19h•Onsite

About The Position

At Bank of America, the Senior Banker serves as the first point of contact for financial center clients, uncovering the personal banking needs of individual and small business clients, offering appropriate solutions, and connecting clients to specialists. The role deepens client relationships through platform services, supports self-service and transactional activities, and delivers exceptional client care. It also involves proactively contacting clients through outbound calls and following up consistently. Bank of America emphasizes Responsible Growth, an inclusive and supportive workplace, and teammate wellness. The company is committed to an in-office culture that supports collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs. This position is first shift, 40 hours per week, and may require weekend or extended hours and work at any financial center location 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, get things done, and build and nurture strong relationships.
Passion, commitment, and drive to deliver an experience that improves clients’ financial lives.
Confidence identifying needs-based solutions for new and existing clients.
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 to meet client needs.
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 starting; exact timeframe varies by location and state law.
Must be able to work weekends and/or extended hours, which may include assignment to any financial center 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 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 while uncovering clients’ personal banking needs and helping them navigate life priorities.
Assist, educate, and train clients in conducting 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 in 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 its clients while complying with regulatory requirements.
Proactively connect with clients through outbound calls and conduct consistent follow-up routines.
Support clients with platform services, self-service, and transactional activities, and connect them to specialists as appropriate.