Senior Banker - Hearon Circle Financial Center

Bank of America•Spartanburg, SC

8d•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 identify the personal banking needs of individual and small business clients, offers appropriate solutions, and connects clients with specialists. Senior Bankers deepen relationships through platform services, support self-service and transactional activities, and deliver exceptional client care. They are expected to proactively connect with clients through outbound calls and maintain consistent follow-up routines. The position partners with teams to provide consumer and small business solutions, services, and strategies; helps clients navigate their priorities; and educates clients on self-service technologies. It also uses available resources, technology, and processes to deliver an accurate, efficient client experience while following established procedures, laws, and regulatory requirements. Bank of America describes its culture as focused on Responsible Growth, inclusion, collaboration, career development, and teammate wellness. The company states that it is committed to an in-office culture, with flexibility based on role 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 a results-focused approach that places clients’ interests first.
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 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, organization, prioritization, and ability to 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 the role’s start date; timeframe varies by location and state law.
Must be able to work weekends and/or extended hours, which may include assignment to 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 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 based on their banking needs and life priorities.
Assist, educate, and train clients on 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 daily activities such as opening accounts, account maintenance, and 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 contact 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 when appropriate.