About The Position

At Bank of America, the Senior Banker is 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 with specialists. Senior Bankers deepen client relationships through platform services, support self-service and transactional activities, and provide exceptional client care. The role also proactively connects with clients through outbound calls and consistent follow-up routines. Bank of America describes its workplace as committed to an in-office culture that supports collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. The company emphasizes Responsible Growth, an inclusive workplace, career development, and support for teammates’ physical, emotional, and financial wellness.

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 strong focus on results and 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 engage clients confidently 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 ability to 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; exact timing varies by location and state law.
  • Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.
  • Bilingual Spanish required.
  • 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 previous 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 to financial center clients, uncover their personal banking needs, and help 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 in day-to-day activities, including opening accounts, account maintenance, and Digital Assisted Shopping.
  • Manage client interactions by taking the best 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.
  • Support clients with platform services, self-service activities, and transactions, and connect them with specialists as appropriate.

Benefits

  • Affordable, competitive, and flexible benefits.
  • Support for teammates’ physical, emotional, and financial wellness.
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