Senior Banker - White Marsh Financial Center

Bank of America•Baltimore, MD
•$26 - $32•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. 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 follow-up routines. The role is based at the White Marsh Financial Center in Baltimore, Maryland. It is an in-office position with a first-shift schedule of 40 hours per week. The role is eligible for a formulaic incentive plan, with incentives based on performance against defined metrics. The position is benefits-eligible.

Requirements

  • At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
  • Be an enthusiastic, highly motivated self-starter with a strong work ethic and a strong focus on results and client interests.
  • Collaborate effectively and build and nurture strong relationships.
  • Demonstrate passion, commitment, and drive to improve clients’ financial lives.
  • Confidently identify solutions for new and existing clients based on their needs.
  • Have strong written and verbal communication skills and communicate confidently with clients in person and by phone.
  • Learn and adapt to new information and technology platforms, handle ambiguity, and adapt to changing circumstances.
  • Apply critical-thinking and problem-solving skills to meet client needs.
  • Demonstrate effective time management, organization, prioritization, and ability to perform multiple tasks simultaneously.
  • Be commissioned as a notary or successfully obtain a notary commission in the state of employment within a few months of starting; the exact timeframe varies by location and state law.
  • Be able to work weekends and/or extended hours, which may include being scheduled at any financial center within a reasonable distance.
  • Have a 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 life priorities.
  • 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 in 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.

Benefits

  • Industry-leading benefits; specific benefits are not listed.
  • Access to paid time off.
  • Formulaic incentive plan with opportunities that may be monthly, quarterly, and/or annual, based on performance against defined metrics.
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