Senior Banker - Belmont Shore Financial Center

Bank of America • Long Beach, CA

4d • $26 - $32 • Onsite

About The Position

At Bank of America, the Senior Banker helps make clients’ financial lives better by serving as a first point of contact at a financial center. The role uncovers personal banking needs for individual and small business clients, offers appropriate solutions, connects clients with specialists, and deepens relationships through platform services. It also supports clients with self-service and transactional activities while providing exceptional client care.

The Senior Banker proactively connects with clients through outbound calls and consistent follow-up routines. The position partners with teams to address clients’ financial needs, supports adoption of self-service technologies, and uses available resources, processes, and technology to deliver an accurate, efficient client experience. The role follows established procedures and regulatory requirements when handling account openings, maintenance, and other client interactions.

This position is based at the Belmont Shore Financial Center in Long Beach, California. It is an in-office role, scheduled for 40 hours per week on first shift. Weekend and/or extended hours may be required, and scheduling may include another financial center within a reasonable distance. The position is eligible for a formulaic incentive plan and benefits.

Requirements

• At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
• Be an enthusiastic, highly motivated self-starter with a strong work ethic, results focus, and commitment to acting in the client’s best interest.
• Collaborate effectively and build and nurture strong relationships.
• Show passion, commitment, and drive to improve clients’ financial lives.
• Confidently identify solutions for new and existing clients based on their needs.
• Strong written and verbal communication skills.
• Communicate effectively and confidently and feel comfortable engaging clients in person and by phone.
• Ability to learn and adapt to new information and technology platforms, handle ambiguity, and adjust to changing circumstances.
• Strong critical-thinking and problem-solving skills.
• Effective time management, organization, prioritization, and ability to perform multiple tasks simultaneously.
• 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, potentially at any financial center within a reasonable distance.
• High school diploma, GED, secondary school education, or equivalent.
• Must meet applicable FDIC and Loan Originators criminal-history hiring restrictions.

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 based on clients’ personal banking needs and life priorities.
• Assist, educate, and train clients on completing 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 performing activities such as opening accounts, 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.
• Deepen client relationships through platform services, support self-service and transactional activities, and connect clients to specialists.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Formulaic incentive plan eligibility, with incentives based on performance against defined metrics and potentially offered monthly, quarterly, and/or annually.
• Affordable, competitive, and flexible benefits supporting employees’ physical, emotional, and financial wellness.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED