Senior Banker - Fletcher Jackson Financial Center

Bank of America • La Mesa, CA

13d • $26 - $32 • Onsite

About The Position

At Bank of America, the Senior Banker helps make financial lives better by serving as the first point of contact for financial center clients. The role uncovers personal banking needs for 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 delivers exceptional client care. The Senior Banker proactively connects with clients through outbound calls and follows consistent follow-up routines.

The position is based at the Fletcher Jackson Financial Center in La Mesa, California. Bank of America supports an in-office culture focused on collaboration, engagement, and career development, with flexibility appropriate to role responsibilities and business needs. This is a first-shift position scheduled for 40 hours per week. The listed pay range is $25.97–$31.75 per hour, with offers based on experience, education, and skill set. The role is eligible for a formulaic incentive plan and benefits, including access to paid time off.

Requirements

• At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
• A high school diploma, GED, secondary school qualification, or equivalent.
• Be a commissioned notary or successfully obtain a notary commission in the state of employment within a few months of starting; the exact timeframe varies by location due to state laws.
• Be able to work weekends and/or extended hours, which may include scheduling at any financial center within a reasonable distance.
• 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 adapt to changing circumstances.
• Strong critical-thinking and problem-solving skills to meet client needs.
• Effective time-management skills and ability to organize, prioritize, and perform multiple tasks simultaneously.
• Collaborate effectively, build and nurture strong relationships, and focus on delivering results in clients’ best interests.

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 previous experience using laptop technology.

Responsibilities

• Partner with teams to provide consumer and small business solutions, services, and strategies while uncovering banking needs and helping clients navigate their priorities.
• Assist, educate, and train clients on 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 for 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

• Benefits eligibility.
• Access to paid time off.
• Resources and support for employees.
• Eligibility to participate in a formulaic incentive plan, with opportunities that may be monthly, quarterly, and/or annual and are earned based on performance against defined metrics.

What This Job Offers

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