Senior Banker

Bank of America • Santa Barbara, CA

13d • $26 - $32 • Onsite

About The Position

The Senior Banker serves as the first point of contact for financial center clients, uncovers personal banking needs for individual and small business clients, offers appropriate solutions, and connects clients with specialists. The role deepens client relationships through platform services, supports self-service and transactional activities, and provides exceptional client care. It includes proactively connecting with clients through outbound calls and completing consistent follow-up routines.

The position partners with teams to provide consumer and small business solutions, services, and strategies. It assists and educates clients on self-service technologies, uses available resources and processes to deliver an accurate and effective client experience, and follows established processes, laws, and regulatory requirements when handling activities such as account opening and account maintenance. The role is based at the Santa Barbara Main financial center in Santa Barbara, California, works a first shift, and is scheduled for 40 hours per week. Weekend and/or extended hours may be required, and scheduling may include another financial center within a reasonable distance.

Requirements

• At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
• Strong written and verbal communication skills, including the ability to engage clients confidently in person and by phone.
• 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 respond to changing circumstances.
• Strong critical-thinking and problem-solving skills.
• Effective time-management, organization, and prioritization skills, including the ability to manage multiple tasks simultaneously.
• Collaborative approach and ability to build and nurture strong relationships.
• Self-motivated, results-focused work ethic and commitment to acting in clients’ best interests.
• Passion and drive to deliver an experience that improves clients’ financial lives.
• Must be a commissioned notary or able to obtain a notary commission in the state of employment within a few months of the start date; the timeframe varies by location.
• Must be able to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.
• High school diploma, GED, secondary school, 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

• Serve as the first point of contact for financial center clients and uncover individual and small business banking needs.
• Offer appropriate consumer and small business solutions, services, and strategies, and connect clients to specialists.
• Deepen client relationships through platform services and provide exceptional client care.
• Proactively contact clients through outbound calls and conduct consistent follow-up routines.
• 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 activities such as opening accounts, account maintenance, and Digital Assisted Shopping.
• Manage client interactions by choosing an appropriate course of action for the bank and clients while complying with regulatory requirements.
• Collaborate with teams to help clients navigate their financial needs and life priorities.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Resources and support for employees.
• Formulaic incentive plan eligibility, with incentives based on performance against defined metrics.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED