Senior Banker - Cerritos Financial Center

Bank of America • Cerritos, CA

20d • 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, connects clients with specialists, and provides exceptional client care. The Senior Banker deepens relationships through platform services, supports clients with self-service and transactional activities, and proactively contacts clients by phone and follows up consistently.

The role partners with teams to provide consumer and small business solutions, services, and strategies; helps clients navigate their priorities; and educates clients on self-service technologies. It uses available resources and processes to deliver an accurate, operationally excellent client experience while following applicable laws, guidelines, and regulatory requirements. The position is based at the Cerritos Financial Center and is subject to Bank of America’s in-office expectations. It is a 40-hour-per-week, first-shift position and may require work at another nearby financial center.

Requirements

• Minimum of 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 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 communicate confidently and 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 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 starting, with the exact timeframe varying by location and state law.
• 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 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 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 when 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 while complying with regulatory requirements.
• Proactively connect with clients through outbound calls and conduct consistent follow-up routines.
• Support clients with platform services and self-service or transactional activities, and connect them to specialists as appropriate.

Benefits

• Benefits eligibility
• Paid time off
• Resources and support for employees
• Formulaic incentive plan eligibility, with opportunities based on performance against defined metrics

What This Job Offers

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