Senior Banker - San Luis Rey Valley Financial Center

Bank of America • Oceanside, CA

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. Senior Bankers deepen client relationships through platform services, support self-service and transactional activities, and provide exceptional client care. They proactively contact clients through outbound calls and conduct consistent follow-up routines.

This position is based at the San Luis Rey Valley Financial Center in Oceanside, California. Bank of America describes its culture as focused on Responsible Growth, inclusion, collaboration, and teammate well-being. The company maintains an in-office culture, with flexibility based on role responsibilities and business needs. The role is a first-shift position scheduled for 40 hours per week and is eligible for a formulaic incentive plan and benefits.

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 and client interests.
• 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 engage clients confidently 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, 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 the role’s start date; the exact timeframe 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 working in an environment with individual and/or team goals where goals 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.
• Skills in 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.

Responsibilities

• Partner with teams to provide consumer and small business solutions, services, and strategies while identifying banking needs and helping clients navigate 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 for day-to-day activities, including opening accounts, account maintenance, and Digital Assisted Shopping.
• Manage client interactions by choosing appropriate actions for the bank and its clients and complying with regulatory requirements.
• Proactively connect with clients through outbound calls and conduct consistent follow-up routines.
• Support clients with platform services and self-service or transactional activities, and connect them with specialists when appropriate.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Resources and support for employees.
• Formulaic incentive plan eligibility, with potential monthly, quarterly, and/or annual incentive opportunities earned based on performance against defined metrics.
• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.

What This Job Offers

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