Senior Banker - Lynn Financial Center

Bank of America • Lynn, MA

12h • 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. The Senior Banker deepens relationships through platform services, supports self-service and transactional activities, and provides exceptional client care. The role also involves proactively contacting clients through outbound calls and following up consistently.

This position partners with teams to provide consumer and small business solutions, services, and strategies, and helps clients navigate their priorities. The Senior Banker educates clients on self-service technologies, uses available resources and processes to improve the client experience and operational accuracy, and follows applicable procedures, laws, and regulatory requirements. The position is based at the Lynn Financial Center in Lynn, Massachusetts, and is an in-office role. The schedule is first shift, 40 hours per week, with weekend and/or extended hours possible, including scheduling at another financial center within a reasonable distance.

Requirements

• Minimum of one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
• Strong work ethic, motivation, and focus on results while 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; ability to engage 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.
• 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; the exact timeframe 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.
• 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 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 previous 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 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 for daily activities, including account openings, 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 connect with clients through outbound calls and conduct consistent follow-up routines.
• Support clients with self-service or transactional activities and connect them to specialists as appropriate.

Benefits

• Benefits eligible.
• Paid time off.
• Access to resources and support for employees.
• Eligible to participate in a formulaic incentive plan with opportunities that may be monthly, quarterly, and/or annual, based on performance against defined metrics.
• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.

What This Job Offers

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