Senior Banker - Foothill Farms

Bank of America • Sacramento, CA

1d • Onsite

About The Position

At Bank of America, the common purpose is to help make financial lives better through the power of every connection, achieved by driving Responsible Growth and delivering for clients, teammates, communities, and shareholders. The company is committed to being an inclusive workplace, attracting and developing talent, supporting teammate wellness, recognizing performance, and making community impact. Bank of America maintains an in-office culture with specific attendance requirements, allowing for flexibility based on role-specific considerations. This role serves as the first point of contact for financial center clients, identifying personal banking needs for individuals and small businesses, offering solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, assisting with self-service or transactional activities, and providing exceptional client care. The position also involves proactively connecting with clients through outbound calls and consistent follow-up. The specific Financial Center location will be based on business needs, with initial training at one center and potential relocation to another within a reasonable commuting distance.

Requirements

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
• In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months
• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Confident in identifying solutions for helping new and existing clients based on their needs
• Strong written and verbal communications skills
• Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)
• Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
• Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws)
• Can be flexible to work weekends and/or extended hours as needed

Nice To Haves

• Associate's Degree 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 where goals 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 utilizing laptop technology

Responsibilities

• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies
• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements

Benefits

• industry-leading benefits
• access to paid time off
• resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees