Senior Banker - 550 Fifth Avenue Financial Center

Bank of America • New York, NY

1d • $26 - $32 • Onsite

About The Position

At Bank of America, the Senior Banker supports the company’s purpose of helping make financial lives better through client connections and responsible growth. The role is based at the 550 Fifth Avenue Financial Center in New York and is expected to be performed in an in-office culture, with role-specific flexibility determined by responsibilities and business needs.

The Senior Banker serves as the 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 also deepens client relationships through platform services, assists with self-service and transactional activities, and provides exceptional client care. The Senior Banker proactively contacts clients through outbound calls and follows consistent follow-up routines.

This position is first shift, 40 hours per week, and requires weekend and/or extended-hours availability. The role is eligible for a formulaic incentive plan and benefits. The stated hourly pay range is $25.97–$31.75, with offers determined by experience, education, and skill set.

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 effectively and 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 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 timing varies by location and state laws.
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center within a reasonable distance.
• High school diploma, GED, secondary school, or equivalent.
• 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, and referral management.

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 previous experience using laptop technology.

Responsibilities

• Partner with teams to provide consumer and small business solutions, services, and strategies while uncovering personal banking needs and helping clients 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 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 the best 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.
• Serve as a first point of contact, deepen client relationships through platform services, support self-service or transactional activities, and connect clients to specialists.

Benefits

• Benefits eligibility.
• Paid time off.
• Resources and support for employees’ physical, emotional, and financial wellness.
• Formulaic incentive plan with potential 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