Senior Banker - West Pines Blvd. Financial Center - English and Spanish Language Required

Bank of America•Pembroke Pines, FL

3d•Onsite

About The Position

The Senior Banker serves as the first point of contact for financial center clients. The role identifies the personal banking needs of individual and small business clients, offers appropriate solutions, and connects clients with specialists. It deepens client relationships through platform services, supports self-service and transactional activities, and delivers exceptional client care. The position also involves proactively contacting clients by phone and following up consistently. Bank of America describes its workplace as committed to an in-office culture that supports collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. This position requires English and Spanish language skills, a high school diploma or equivalent, and the ability to work 40 hours per week, including weekends and/or extended hours when required.

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.
Ability to communicate effectively and 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 successfully obtain a notary commission in the state of employment within a few months of starting; exact timing varies by location and state law.
Must be able to work weekends and/or extended hours, which may include scheduling at any financial center location within a reasonable distance.
English and Spanish language proficiency required.
High school diploma, GED, secondary school credential, or equivalent.
Ability to work 40 hours per week.

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.
Skills in active listening, business acumen, customer and client focus, oral communications, 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 consumer and small business solutions, services, and strategies while identifying banking needs and helping clients navigate life priorities.
Assist, educate, and train clients in conducting simple transactions using 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 for day-to-day activities such as opening accounts, account maintenance, and Digital Assisted Shopping.
Manage client interactions by selecting 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.