Senior Banker - Waltons Corner Financial Center

Bank of America•Augusta, GA

5d•Onsite

About The Position

The Senior Banker serves as the first point of contact for financial center clients, helping individual and small business clients uncover personal banking needs, offering suitable solutions, and connecting them with specialists. The role deepens client relationships through platform services, supports clients with self-service and transactional activities, and provides exceptional client care. The Senior Banker proactively connects with clients through outbound calls and consistent follow-up routines. The position partners with teams to provide consumer and small business solutions, services, and strategies; educates clients on self-service technologies; and uses available resources, technologies, and processes to deliver a strong client experience with operational accuracy. It also involves completing account opening and maintenance and Digital Assisted Shopping activities in accordance with established processes, laws, guidelines, and regulatory requirements.

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, acting in clients’ best 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 communicate effectively and 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, organization, prioritization, and multitasking skills.
Must be a commissioned notary or successfully obtain a notary commission in the state of work 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 scheduling at any financial center location within a reasonable distance.
High school diploma, GED, secondary school, 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 toward 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.
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 uncovering clients’ personal banking needs and helping them navigate life priorities.
Assist, educate, and train clients on 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 when opening accounts, maintaining accounts, and conducting Digital Assisted Shopping.
Manage client interactions by choosing an appropriate course of action 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, self-service activities, and transactions, and connect them to specialists as appropriate.