Senior Banker --- South Santa Ana Financial Center

Bank of America • Santa Ana, CA

7d • Onsite

About The Position

At Bank of America, the Senior Banker serves as the first point of contact for financial center clients, helping identify the personal banking needs of individual and small business clients, offering appropriate solutions, and connecting clients to specialists. The role deepens client relationships through platform services, supports clients with self-service and transactional activities, and delivers exceptional client care. It also includes proactively connecting with clients through outbound calls and consistent follow-up routines.

The Senior Banker partners with teams to provide consumer and small business solutions, services, and strategies, and helps clients navigate their life priorities. The role supports client use of self-service technologies, uses available resources and processes to deliver an accurate and effective experience, and follows applicable processes, laws, and guidelines for activities such as account opening and maintenance and Digital Assisted Shopping. The position requires managing interactions in the best interests of the bank and its clients while observing regulatory requirements.

This is an in-office, first-shift role based at the South Santa Ana Financial Center. The schedule is 40 hours per week and may include weekends, extended hours, and scheduling at another financial center within a reasonable distance. The position is incentive-eligible and benefits-eligible. Pay is $25.97–$31.75 per hour, with offers determined by experience, education, and skill set.

Requirements

• At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
• Strong work ethic, motivation, initiative, and focus on results and acting in the client’s best interest.
• Ability to collaborate effectively and build and nurture strong relationships.
• Commitment and drive to deliver an experience that improves clients’ financial lives.
• Confidence identifying solutions for new and existing clients based on their needs.
• Strong written and verbal communication skills, including 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 to meet client needs.
• Effective time-management and organizational skills, including the ability to 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; 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.
• Hiring for this position is subject to laws or regulations restricting or prohibiting the hiring of individuals with certain specified criminal history, including FDIC and Loan Originators requirements.

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 life priorities.
• Assist, educate, and train clients in 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 while performing 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 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 to specialists when appropriate.

Benefits

• Benefits eligibility.
• Paid time off.
• Resources and support for employees’ well-being and impact.
• Formulaic incentive plan eligibility, with incentive opportunities based on performance against defined metrics.

What This Job Offers

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