Senior Banker - Southpark Financial Center

Bank of America•Charlotte, NC

3d•Onsite

About The Position

The Senior Banker serves as the first point of contact for financial center clients, identifying personal banking needs for individuals and small businesses, offering appropriate solutions, and connecting clients with specialists. The role deepens client relationships through platform services, supports self-service and transactional activities, and provides exceptional client care. It also involves proactively connecting with clients through outbound calls and conducting consistent follow-up routines. The position partners with teams to provide consumer and small business solutions, services, and strategies; helps clients navigate their financial priorities; educates clients on self-service technologies; and uses available resources and processes to deliver an accurate, efficient client experience. The Senior Banker must follow established processes, laws, guidelines, and regulatory requirements when opening or maintaining accounts and conducting Digital Assisted Shopping. This is an in-office financial center role. The schedule is first shift, 40 hours per week, and may include weekends, extended hours, and assignment to another nearby financial center.

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 focus, 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; ability to engage clients effectively and confidently 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 skills and ability to organize, prioritize, and 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 starting; the exact timeframe varies by location.
Must be able to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.
High school diploma, GED, secondary school, 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 while identifying clients’ personal banking needs and helping them navigate their priorities.
Assist, educate, and train clients on completing 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, including opening accounts, account maintenance, and Digital Assisted Shopping.
Manage client interactions by choosing an appropriate course of action for the bank and its clients and 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.