Senior Banker - Regency Financial Center

Bank of America•Jacksonville, FL

6d•Onsite

About The Position

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. It deepens client relationships through platform services, supports clients with self-service and transactional activities, and provides exceptional client care. The position also proactively connects with clients through outbound calls and consistent follow-up routines. The role partners with teams to provide consumer and small business solutions, services, and strategies; helps clients navigate their financial priorities; and assists and educates clients in using self-service technologies. Senior Bankers use available resources, technologies, and processes to deliver an accurate, effective client experience while following established procedures, laws, and regulatory requirements.

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 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, including confidence 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.
Commissioned notary, or ability to successfully obtain a notary commission in the work state within a few months of starting; timeframe varies by location and state law.
Ability to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.
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 based on clients' personal banking needs and 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 daily activities, including account opening, account maintenance, and Digital Assisted Shopping.
Manage client interactions by taking the best course of action for the bank and its clients while abiding by 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 to specialists when appropriate.