Senior Banker - North Ft. Lauderdale Financial Center

Bank of America•Fort Lauderdale, FL

3d•Onsite

About The Position

At Bank of America, the Senior Banker serves as 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. 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. The Senior Banker partners with teams to provide consumer and small business solutions, services, and strategies; assists and educates clients in using self-service technologies; and uses available resources, technologies, and processes to optimize client experience and operational accuracy. The role follows established processes, laws, and guidelines for activities such as account opening, account maintenance, and Digital Assisted Shopping, and manages interactions in the best interests of clients and the bank while meeting regulatory requirements. Bank of America describes an in-office culture that supports collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs. This position is first shift, 40 hours per week, and may require weekend or extended-hour work and scheduling at a financial center within a reasonable distance.

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.
Ability to communicate effectively and 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 and organizational skills, including the ability to prioritize and perform multiple tasks simultaneously.
Must be a commissioned notary or able to 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 assignment to any financial center within a reasonable distance.
High school diploma, GED, secondary school qualification, or equivalent.
Available for first-shift work, 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

Serve as the first point of contact for financial center clients and uncover the banking needs of individual and small business clients.
Offer appropriate consumer and small business solutions, services, and strategies, and connect clients to specialists as appropriate.
Deepen client relationships through platform services and provide exceptional client care.
Proactively contact clients through outbound calls and conduct consistent follow-up routines.
Assist, educate, and train clients in conducting simple transactions through self-service technologies.
Use available resources, technologies, and processes to optimize client experience and operational excellence and accuracy.
Follow established processes, laws, and guidelines for account opening, account maintenance, Digital Assisted Shopping, and other daily activities.
Manage client interactions by choosing an appropriate course of action for clients and the bank while complying with regulatory requirements.
Collaborate with teams to help clients navigate their financial needs and life priorities.