Senior Banker - West Pines Blvd. Financial Center - English and Spanish Language Required

Bank of America•Pembroke Pines, FL

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 uncover the personal banking needs of individual and small business clients, offers appropriate solutions, and connects clients to specialists. It deepens relationships through platform services, supports clients with self-service or transactional activities, and provides exceptional client care. The Senior Banker is also expected to proactively connect with clients through outbound calls and consistent follow-up routines. Bank of America describes its purpose as helping make financial lives better through every connection and emphasizes Responsible Growth, an inclusive and caring workplace, and opportunities for teammates to learn, grow, and contribute. The company supports an in-office culture for collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs.

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 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 adapt to changing circumstances.
Strong critical-thinking and problem-solving skills to meet client needs.
Effective time-management, organization, prioritization, and multitasking skills.
Must be a commissioned notary or successfully obtain a notary commission in the work state within a few months of starting; timeframe varies by location and state laws.
Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.
English and Spanish language proficiency required.
Minimum education: 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 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 consumer and small business solutions, services, and strategies to financial center clients while uncovering banking needs and helping them navigate life priorities.
Assist, educate, and train clients to conduct 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 in day-to-day activities, including 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.