Senior Banker - The Crossing

Bank of America•Saratoga Springs, UT

20d•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 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 role also involves proactively contacting clients through outbound calls and following up consistently. The position partners with teams to provide consumer and small business solutions, services, and strategies; helps clients navigate their priorities; and educates them on self-service technologies. It uses available resources, technology, and processes to deliver an effective client experience with operational accuracy, while following established procedures, laws, and regulatory requirements. Bank of America describes its culture as focused on Responsible Growth, inclusion, teammate development, and an in-office environment that supports collaboration and career development.

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 a results focus, acting in the client's best interest.
Ability to collaborate effectively 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 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 respond to changing circumstances.
Strong critical-thinking and problem-solving skills to meet client needs.
Effective time-management and organizational skills, including prioritizing and handling 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; timeframe varies by location and state law.
Must be able to work weekends and/or extended hours, and may be scheduled at any financial center location within a reasonable distance.
High school diploma, GED, secondary school credential, 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 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 daily activities, including account opening, account maintenance, and 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.