Senior Banker - Westwood Plaza Financial Center

Bank of America•Charleston, SC

11d•Onsite

About The Position

At Bank of America, the Senior Banker supports the company’s purpose of helping make financial lives better through responsible growth and client, teammate, community, and shareholder service. The company emphasizes an inclusive, in-office culture that supports collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs. The Senior Banker serves as the first point of contact for financial center clients. The role uncovers personal banking needs of individual and small business clients, offers appropriate solutions, and connects clients with specialists. It deepens client relationships through platform services, supports clients with self-service and transactional activities, and provides exceptional client care. The role also proactively connects with clients through outbound calls and consistent follow-up routines. This position is based at the Westwood Plaza Financial Center and is scheduled for 40 hours per week on first shift.

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 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.
Be a commissioned notary or successfully obtain a notary commission in the state of employment within a few months of the start date; the exact timeframe varies by location and state law.
Ability to work weekends and/or extended hours, and potentially at any financial center location within a reasonable distance.
High school diploma, GED, secondary school education, 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 by uncovering personal banking needs and helping clients navigate their 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 when performing day-to-day activities, including opening accounts, account maintenance, and Digital Assisted Shopping.
Manage client interactions by choosing the best 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.