Senior Banker - Bilingual Spanish Language Preferred

Bank of America•Silverdale, WA
•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. It deepens client relationships through platform services, supports self-service and transactional activities, and provides exceptional client care. The banker is expected to proactively connect with clients through outbound calls and consistent follow-up routines. This position partners with teams to provide consumer and small business solutions, services, and strategies; helps clients navigate their priorities; and educates clients on self-service technologies. The banker uses available resources, technologies, and processes to deliver an accurate, effective client experience while following established processes, laws, and regulatory requirements. The position is based at the Silverdale Towne Centre financial center in Silverdale, Washington, and is an in-office role. It is a first-shift position with 40 hours per week and requires weekend and/or extended-hour availability, potentially at another nearby financial center. The role is incentive eligible and benefits eligible.

Requirements

  • At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
  • Strong written and verbal communication skills; ability to communicate confidently and effectively with clients 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 adjust to changing circumstances.
  • Strong critical-thinking and problem-solving skills.
  • Effective time-management and organizational skills, including the ability to prioritize and perform multiple tasks simultaneously.
  • Must be commissioned as a notary or able to 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 location 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 and/or sales experience in a salary-plus-incentive environment.
  • Experience working toward 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.
  • Bilingual Spanish language skills preferred.

Responsibilities

  • Serve as the first point of contact for financial center clients and uncover the needs of individual and small business clients.
  • Offer appropriate consumer and small business solutions, services, and strategies, and connect clients with 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 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 opening accounts, maintaining accounts, and providing Digital Assisted Shopping.
  • Manage client interactions by choosing appropriate courses of action for the bank and its clients and complying with regulatory requirements.

Benefits

  • Benefits eligibility
  • Paid time off
  • Resources and support for employees
  • Formulaic incentive plan eligibility, with opportunities that may be monthly, quarterly, and/or annual
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