Senior Banker - Springfield Gardens Financial Center

Bank of America•Springfield Gardens, NY
•Onsite

About The Position

At Bank of America, the Senior Banker helps make financial lives better through client relationships and responsible growth. This role is the first point of contact for financial center clients, uncovering personal banking needs for individual and small business clients, offering appropriate solutions, and connecting clients with specialists. The Senior Banker deepens client relationships through platform services, assists with self-service and transactional activities, and provides exceptional client care. The role also proactively connects with clients through outbound calls and consistent follow-up routines. The position works in a financial center and follows Bank of America’s in-office approach, which supports collaboration, engagement, and career development. The role is eligible for a formulaic incentive plan and benefits, including access to paid time off. Pay is $25.97–$31.75 per hour, with offers determined by experience, education, and skill set.

Requirements

  • At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
  • Strong work ethic, self-motivation, and focus on results while acting in the client’s best interest.
  • Ability to collaborate effectively and build and nurture strong relationships.
  • Commitment and drive to deliver an experience that improves clients’ financial lives.
  • Confidence identifying solutions for new and existing clients based on their needs.
  • Strong written and verbal communication skills, including confidence engaging clients in person and by phone.
  • Ability to learn and adapt to new information and technology platforms, handle ambiguity, and adapt to changing circumstances.
  • Strong critical-thinking and problem-solving skills.
  • Effective time-management and organizational skills, including the ability to prioritize and handle multiple tasks simultaneously.
  • Must be a commissioned notary or successfully obtain a notary commission in the state of employment within a few months of the role’s start date; exact timing varies by location and state law.
  • Must be able to work weekends and/or extended hours, which may include assignment to 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 while identifying clients’ personal banking needs and helping them navigate life priorities.
  • Assist, educate, and train clients on completing 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 daily 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 perform consistent follow-up routines.
  • Support clients with platform services, self-service activities, and transactions, and connect them with specialists when appropriate.

Benefits

  • Benefits eligibility.
  • Access to paid time off.
  • Formulaic incentive plan eligibility, with incentives based on performance against defined metrics and opportunities that may be monthly, quarterly, and/or annual.
  • Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.
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