Senior Banker - Wesley Chapel Financial Center

Bank of America•Wesley Chapel, FL

5d•Onsite

About The Position

At Bank of America, the Senior Banker serves 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. Senior Bankers deepen client relationships through platform services, help clients with self-service and transactional activities, and provide exceptional client care. The role also involves proactive outbound client connections and consistent follow-up routines. The position partners with teams to provide consumer and small business solutions, services, and strategies, helping clients navigate their financial needs and life priorities. It supports clients in using self-service technologies and uses available resources, technologies, and processes to deliver a strong client experience with operational accuracy. The Senior Banker follows established processes, laws, and guidelines for activities such as opening accounts, account maintenance, and Digital Assisted Shopping, and manages client interactions in accordance with regulatory requirements. Bank of America describes an in-office culture supporting collaboration, engagement, and career development, with expectations and flexibility based on role responsibilities and business needs. This role is a 1st shift position for 40 hours per week and requires weekend and/or extended-hour availability; scheduling may include financial centers within a reasonable distance.

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 acting in the client's best interest.
Ability to collaborate effectively, get things done, 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 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 clients' needs.
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 starting the role; the exact timeframe varies by location and state law.
Must be able to work weekends and/or extended hours, potentially 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 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

Serve as the first point of contact for financial center clients and uncover personal banking needs of individual and small business clients.
Offer appropriate consumer and small business solutions, services, and strategies, and connect clients to specialists.
Deepen client relationships through platform services and provide exceptional client care.
Proactively connect with clients through outbound calls and conduct consistent follow-up routines.
Assist, educate, and train clients on conducting 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 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 while abiding by regulatory requirements.