Senior Banker

Bank of America • Roseville, CA

1d • $26 - $32 • Onsite

About The Position

The Senior Banker serves as a 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 self-service and transactional activities, and provides exceptional client care. The banker is also expected to proactively contact clients through outbound calls and maintain consistent follow-up routines.

The position is open across the market, with the specific financial center location determined by business needs. A new hire trains at one financial center and may subsequently move to another location within a reasonable commuting distance of home, to the extent permitted by applicable law. The role is in-office, is scheduled for 40 hours per week on first shift, and may require weekends or extended hours.

Requirements

• At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
• Be an enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client’s best interest.
• Collaborate effectively and build and nurture strong relationships.
• Show passion, commitment, and drive to deliver an experience that improves clients’ financial lives.
• Confidently identify solutions for new and existing clients based on their needs.
• Strong written and verbal communication skills.
• Communicate effectively and confidently and feel comfortable engaging 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 the ability to organize, prioritize, and perform multiple tasks simultaneously.
• 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 due to state laws.
• Be able to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.
• High school diploma, GED, secondary school, or equivalent.
• Meet applicable FDIC restrictions concerning specified criminal history.

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 their life priorities.
• Assist, educate, and train clients in conducting simple transactions through self-service technologies.
• Use available resources, technologies, and processes to optimize client experience and deliver operational excellence and accuracy.
• Follow established processes, laws, and guidelines when performing 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 while complying with regulatory requirements.
• Deepen client relationships through platform services, provide client care, and connect clients to specialists.
• Proactively connect with clients through outbound calls and conduct consistent follow-up routines.

Benefits

• Industry-leading benefits; this role is currently benefits eligible.
• Access to paid time off.
• Resources and support for employees.
• Eligibility to participate in a formulaic incentive plan, with opportunities that may be monthly, quarterly, and/or annual and are earned based on performance against defined metrics.

What This Job Offers

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