Senior Banker - West Cobb Financial Center

Bank of America • Marietta, GA

13d • Onsite

About The Position

At Bank of America, Senior Bankers serve as the first point of contact for financial center clients. They uncover the personal banking needs of individual and small business clients, offer appropriate solutions, and connect clients with specialists. The role deepens client relationships through platform services, supports self-service and transactional activities, and provides exceptional client care. It also involves proactively contacting clients through outbound calls and conducting consistent follow-up routines.

The position partners with teams to provide consumer and small business solutions, services, and strategies; helps clients navigate their priorities; and educates them on self-service technologies. Senior Bankers use available resources, technologies, and processes to optimize client experience and operational accuracy, follow applicable processes and regulations, and select appropriate actions for the bank and its clients. This role is a 40-hour-per-week, first-shift position and requires weekend and/or extended-hours availability, potentially at a nearby financial center.

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 client 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 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.
• Effective time-management skills and ability to organize, prioritize, and 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, potentially at any financial center within a reasonable distance.
• High school diploma, GED, secondary school, or equivalent.
• Ability to work a 1st shift schedule for 40 hours per week.

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 working 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.
• 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 based on clients’ personal banking needs and 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 in day-to-day activities, including account opening, 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.
• Support clients with platform services and self-service or transactional activities, and connect them to specialists as appropriate.

Benefits

• Bank of America describes its benefits as affordable, competitive, and flexible, and says it supports teammates’ physical, emotional, and financial wellness.

What This Job Offers

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