Senior Banker

Bank of America•Roseville, CA

13d•Onsite

About The Position

At Bank of America, Senior Bankers serve as the first point of contact for financial center clients. They uncover the personal banking needs of individual and small business clients, offer appropriate solutions, connect clients with specialists, deepen relationships through platform services, support self-service and transactional activities, and provide exceptional client care. The role includes proactively contacting clients through outbound calls and consistent follow-up routines. The position is open across the market, and the specific Financial Center location will be determined by business needs. New hires train at one financial center and may then move to another location within a reasonable commuting distance of home, as permitted by applicable law. Bank of America maintains an in-office culture, with flexibility based on role responsibilities and business needs.

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 in the client’s best interest.
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 engage clients effectively and confidently in person and by phone.
Ability to learn and adapt to new information and technology platforms, handle ambiguity, and respond to changing circumstances.
Strong critical-thinking and problem-solving skills.
Effective time-management, organization, prioritization, and multitasking skills.
Must be a commissioned notary or successfully obtain a notary commission in the state of employment within a few months of starting; the exact timeframe varies by location and state law.
Must be able to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.
High school diploma, GED, secondary school education, 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 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 that address clients’ personal banking needs and 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 for day-to-day activities, including 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.
Proactively connect with clients through outbound calls and conduct consistent follow-up routines.
Support clients with platform services, self-service, and transactional activities, and connect them to specialists as appropriate.