Senior Banker - Cupertino Financal Center

Bank of America • Cupertino, CA

10d • Onsite

About The Position

At Bank of America, the Senior Banker is the first point of contact for financial center clients. The role helps identify the personal banking needs of individual and small business clients, offers appropriate solutions, and connects clients with specialists. The Senior Banker deepens relationships through platform services, assists clients with self-service and transactional activities, and provides exceptional client care. The role also includes proactively contacting clients by phone and maintaining consistent follow-up routines.

The position works with teams to provide consumer and small business solutions, services, and strategies that help clients navigate their financial priorities. It supports clients in using self-service technology and uses available resources, technology, and processes to deliver an accurate, efficient client experience. The Senior Banker must follow established processes, laws, and guidelines for activities such as account opening, account maintenance, and Digital Assisted Shopping, and must manage client interactions in accordance with the bank’s and clients’ interests and regulatory requirements.

This is an in-office financial center role. The position is first shift, scheduled for 40 hours per week, and may require weekend or extended-hours work and scheduling at another nearby financial center. The listed hourly pay range is $25.97–$31.75; offers depend on experience, education, and skill set. The role is eligible for a formulaic incentive plan and benefits.

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 and confidence engaging clients in person and by phone.
• Ability to learn and adapt to new information and technology platforms, handle ambiguity, and adjust to changing circumstances.
• Strong critical-thinking and problem-solving skills.
• Effective time management, organization, prioritization, and ability to 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 the role’s start date; exact timing 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 location 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 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 consumer and small business solutions, services, and strategies based on clients’ personal banking needs and priorities.
• Assist, educate, and train clients on completing simple transactions using self-service technologies.
• Use available resources, technologies, and processes to optimize the client experience and ensure operational excellence and accuracy.
• Follow established processes, laws, and guidelines when opening accounts, maintaining accounts, and conducting 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.
• Deepen client relationships through platform services, support self-service or transactional activities, provide client care, and connect clients to specialists as appropriate.

Benefits

• Benefits eligibility.
• Paid time off.
• Access to resources and support for employees.
• Formulaic incentive plan participation, with incentives based on performance against defined metrics.

What This Job Offers

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