Senior Banker

Bank of America•Colleyville, TX

5d•Onsite

About The Position

At Bank of America, the Senior Banker serves as a first point of contact for financial center clients. The role helps identify the personal banking needs of individual and small business clients, offers appropriate solutions, and connects clients with specialists. The Senior Banker deepens client relationships through platform services, supports self-service and transactional activities, and provides exceptional client care. The role also involves proactively contacting clients and consistently following up. Bank of America describes its culture as focused on Responsible Growth, inclusion, collaboration, engagement, career development, and teammate wellness. This position is part of an in-office culture, with role-specific flexibility based on 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, focus on results, and commitment to acting 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 communicate confidently and effectively and engage clients 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 ability to perform multiple tasks simultaneously.
Must be a commissioned notary or successfully obtain a notary commission in the state of employment within a few months of starting; exact timeframe varies by location and state law.
Must be able to work weekends and/or extended hours, and may be scheduled at any financial center within a reasonable distance.
High school diploma, GED, secondary school, or equivalent.
Skills include active listening, business acumen, customer and client focus, oral communications, problem solving, account management, client experience branding, client management, client solutions advisory, relationship building, business development, pipeline management, prospecting, referral identification, and referral management.

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 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 financial center clients with consumer and small business solutions, services, and strategies while identifying personal banking needs and helping clients navigate life priorities.
Assist, educate, and train clients in completing 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 performing daily 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 its clients while complying with regulatory requirements.
Proactively connect with clients through outbound calls and conduct consistent follow-up routines.