Senior Banker - Brickell Financial Center - English and Spanish Language Required

Bank of America•Miami, FL

12h•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 uncover 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, support self-service and transactional activities, and provide exceptional client care. The position also involves proactively contacting clients through outbound calls and conducting consistent follow-up routines. The role partners with teams to provide consumer and small business solutions, services, and strategies; helps clients navigate their priorities; and educates them on self-service technologies. It uses available resources and technology to support client experience, operational excellence, and accuracy, while following applicable processes, laws, and regulatory requirements. The position is based in a financial center and requires English and Spanish language skills.

Requirements

At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
Strong written and verbal communication skills, with the ability to engage clients confidently in person and by phone.
Fluency in English and Spanish is required.
Must be a commissioned notary or successfully obtain a notary commission in the state of employment within a few months of starting; the timeframe varies by location and state law.
Must be able to work weekends and/or extended hours, including possible scheduling at any financial center within a reasonable distance.
High school diploma, GED, secondary school, or equivalent.
Ability to identify solutions for new and existing clients based on their needs.
Ability to learn and adapt to new information and technology platforms, handle ambiguity, and adjust to changing circumstances.
Strong critical-thinking and problem-solving skills.
Effective time-management, organizational, prioritization, and multitasking skills.
Enthusiasm, motivation, a strong work ethic, and focus on results in clients’ best interests.
Ability to collaborate effectively and build and nurture strong relationships.
Passion, commitment, and drive to improve clients’ financial lives.

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 financial center clients with consumer and small business solutions, services, and strategies based on their banking needs and life priorities.
Assist, educate, and train clients in 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, account maintenance, and Digital Assisted Shopping.
Manage client interactions by choosing appropriate courses of action for the bank and clients and complying with regulatory requirements.
Proactively connect with clients through outbound calls and perform consistent follow-up routines.
Support clients with platform services and transactional activities, provide exceptional client care, and connect clients to specialists.

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