Senior Banker - Barry Road At Zona Rosa Financial Center

Bank of America•Kansas City, MO

3d•Onsite

About The Position

At Bank of America, the Senior Banker helps make financial lives better by serving 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. Senior Bankers deepen client relationships through platform services, support self-service and transactional activities, and provide exceptional client care. The role also involves proactively contacting clients through outbound calls and conducting consistent follow-up routines. Bank of America emphasizes Responsible Growth, an inclusive and caring workplace, teammate development and wellness, and an in-office culture that supports collaboration, engagement, and career development. The position is based at the Barry Road At Zona Rosa Financial Center. It is a first-shift role for 40 hours per week and may require work at nearby financial center locations.

Requirements

At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
High school diploma, GED, secondary school, or equivalent.
Must be a commissioned notary or successfully obtain a notary commission in the state of employment within a few months of starting; the exact timeframe varies by location and state law.
Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center within a reasonable distance.
Strong written and verbal communication skills; able 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 to meet clients’ needs.
Effective time-management skills and ability to organize, prioritize, and perform multiple tasks simultaneously.
Enthusiastic, highly motivated self-starter with a strong work ethic, focus on results, and commitment to acting in the client’s best interest.
Collaborates effectively, building and nurturing strong relationships.
Passion, commitment, and drive to deliver an experience that improves clients’ financial lives.
Confidence identifying solutions for new and existing clients based on their needs.

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 previous experience using laptop technology.
Skills in active listening, business acumen, customer and client focus, oral communication, 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 financial center clients with consumer and small business solutions, services, and strategies while uncovering banking needs and helping clients navigate life 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 when performing activities such as opening accounts, account maintenance, and Digital Assisted Shopping.
Manage client interactions by choosing the best 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, self-service activities, and transactions, and connect them with specialists as appropriate.