Senior Banker - Fairview Road Financial Center

Bank of America•Simpsonville, SC

2d•Onsite

About The Position

At Bank of America, the Senior Banker helps make financial lives better through client connections and Responsible Growth. The role is the first point of contact for financial center clients, uncovering the personal banking needs of individual and small business clients, offering appropriate solutions, and connecting clients with specialists. The Senior Banker deepens client relationships through platform services, supports clients with self-service and transactional activities, and provides exceptional client care. The position also requires proactive outbound client calls and consistent follow-up routines. Bank of America emphasizes an inclusive, caring workplace and an in-office culture that supports collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. The role is based at the Fairview Road Financial Center and may be scheduled at another financial center within a reasonable distance.

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 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 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 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 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 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 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 prior experience using laptop technology.

Responsibilities

Partner with teams to provide consumer and small business solutions, services, and strategies to financial center clients, uncovering banking needs and helping clients navigate life priorities.
Assist, educate, and train clients on simple transactions using self-service technologies.
Use available resources, technologies, and processes to optimize client experience and 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 complying with regulatory requirements.
Proactively connect with clients through outbound calls and conduct consistent follow-up routines.
Support clients with platform services and transactional activities and connect them with specialists as appropriate.