Senior Banker - Belmont Shore Financial Center

Bank of America•Long Beach, CA

3d•Onsite

About The Position

The Senior Banker serves as a first point of contact for financial center clients, uncovering the personal banking needs of individual and small business clients, offering appropriate solutions, and connecting clients to specialists. The role deepens client relationships through platform services, supports clients with self-service and transactional activities, and provides exceptional client care. The banker proactively connects with clients through outbound calls and consistent follow-up routines. This position partners with teams to provide consumer and small business solutions, services, and strategies; helps clients navigate their priorities; and teaches clients to use self-service technologies. The Senior Banker uses available resources, technologies, and processes to deliver an accurate, operationally excellent client experience while following established processes, laws, and regulatory requirements. Duties include account opening, account maintenance, and Digital Assisted Shopping. The role is based in an in-office financial center environment and requires weekend and/or extended-hour availability, potentially at another nearby financial center.

Requirements

At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
Strong written and verbal communication skills, including the ability to communicate confidently and engage clients in person and by phone.
Ability to identify solutions for new and existing clients based on their needs.
Ability to collaborate effectively and build and nurture strong relationships.
Strong work ethic, motivation, self-starting approach, and focus on results and client interests.
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 commissioned as a notary or able to obtain a notary commission in the state of employment within a few months of the role’s start date; the timeframe varies by location.
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 qualification, 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 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.

Responsibilities

Uncover individual and small business clients’ personal banking needs and provide appropriate solutions, services, and strategies in partnership with teams.
Help clients navigate their life priorities and connect them with specialists when appropriate.
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.
Perform activities such as opening accounts, account maintenance, and Digital Assisted Shopping in accordance with established processes, laws, and guidelines.
Manage client interactions by selecting appropriate actions for the bank and its clients and adhering to regulatory requirements.
Proactively connect with clients through outbound calls and conduct consistent follow-up routines.