Senior Banker - Barry Road At Zona Rosa Financial Center

Bank of America • Kansas City, KS

2d • 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 identify personal banking needs for 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 position also involves proactive outbound calls and consistent client follow-up.

The role partners with teams to provide consumer and small business solutions, services, and strategies; helps clients navigate financial priorities; and assists clients with simple transactions using self-service technologies. It uses available resources, technologies, and processes to deliver an accurate, operationally sound client experience. Day-to-day activities include account opening and maintenance and Digital Assisted Shopping, while following established processes, laws, and regulatory requirements.

Bank of America describes its culture as focused on Responsible Growth, inclusion, collaboration, career development, and teammate well-being. The company maintains an in-office culture with expectations 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 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; ability to communicate confidently and engage 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 skills and ability to organize, prioritize, and 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 the start date; exact timing varies by location and state law.
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.
• High school diploma, GED, secondary school qualification, 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 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 based on their personal banking needs and 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 activities such as opening accounts, account maintenance, and Digital Assisted Shopping.
• Manage client interactions by choosing appropriate actions for the bank and clients and complying with regulatory requirements.
• Proactively connect with clients through outbound calls and conduct consistent follow-up routines.
• Deepen client relationships through platform services, support self-service or transactional activities, and connect clients to specialists.

Benefits

• Affordable, competitive, and flexible benefits supporting teammates' physical, emotional, and financial wellness.

What This Job Offers

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