Senior Banker - Boulevard Financial Center

Bank of America•Ocala, FL

9d•Onsite

About The Position

At Bank of America, the Senior Banker serves as a first point of contact for financial center clients. The role helps identify personal banking needs for individual and small business clients, offers appropriate solutions, connects clients to specialists, and builds relationships through platform services. The Senior Banker also supports self-service and transactional activities and provides exceptional client care. The position involves proactively contacting clients through outbound calls and maintaining consistent follow-up routines. Bank of America describes an in-office culture intended to support collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs.

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, acting in the client's best interest.
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, with confidence engaging 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 to meet client needs.
Effective time-management, organization, prioritization, and multitasking skills.
Must be a commissioned notary or successfully obtain a notary commission in the state of employment within a few months of the role's start date; the exact timeframe varies by location and state law.
Must be able to work weekends and/or extended hours, and may be scheduled at any financial center location within a reasonable distance.
High school diploma, GED, secondary school credential, 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 financial center clients with consumer and small business solutions, services, and strategies based on their banking needs and life priorities.
Assist, educate, and train clients in completing simple transactions through self-service technologies.
Use available resources, technologies, and processes to optimize client experience and ensure operational excellence and accuracy.
Follow established processes, laws, and guidelines when performing daily activities, including account opening, account maintenance, and Digital Assisted Shopping.
Manage client interactions by choosing an appropriate course of action for the bank and clients while meeting regulatory requirements.
Proactively connect with clients through outbound calls and conduct consistent follow-up routines.