Senior Banker - Houston NW area

Bank of America•Houston, TX

6d•Onsite

About The Position

At Bank of America, the Senior Banker serves 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. It focuses on deepening client relationships through platform services, assisting with self-service and transactional activities, and providing exceptional client care. The position also involves proactively reaching out to clients by phone and completing consistent follow-up routines. The role is open across the Houston NW market, and the specific financial center will be determined by business needs. A successful candidate will train at one financial center and may then be assigned to another location within a reasonable commuting distance of home, as permitted by applicable law. Bank of America describes its culture as inclusive and caring, with an in-office approach intended to support collaboration, engagement, and career development.

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 a strong focus on results and clients’ interests.
Collaborate effectively and build and nurture strong relationships.
Show passion, commitment, and drive to improve clients’ financial lives.
Confidently identify solutions for new and existing clients based on their needs.
Have strong written and verbal communication skills and be comfortable engaging clients in person and by phone.
Be able to learn and adapt to new information and technology platforms, handle ambiguity, and adapt to changing circumstances.
Apply critical-thinking and problem-solving skills to meet client needs.
Demonstrate effective time management and the ability to organize, prioritize, and handle 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 and state law.
Be able to work weekends and/or extended hours, and potentially be scheduled at any financial center within a reasonable distance.
Have a 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 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 identifying clients’ personal banking needs and helping them navigate life priorities.
Assist, educate, and train clients on 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 activities such as opening accounts, maintaining accounts, and Digital Assisted Shopping.
Manage client interactions by choosing an appropriate course of action for the bank and its clients while meeting regulatory requirements.
Proactively connect with clients through outbound calls and conduct consistent follow-up routines.