Senior Banker - Coweta Crossroads Financial Center

Bank of America•Newnan, GA

4d•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 personal banking needs for individual and small business clients, offers appropriate solutions, and connects clients with specialists. Senior Bankers deepen client relationships through platform services, assist clients with self-service and transactional activities, and provide exceptional client care. The role also involves proactively reaching out to clients through outbound calls and following consistent follow-up routines. Bank of America emphasizes Responsible Growth, an inclusive and supportive workplace, and teammate wellness. The company is committed to an in-office culture that supports collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

Requirements

At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
Enthusiasm, self-motivation, a strong work ethic, and a focus on results and clients’ best interests.
Ability to collaborate effectively and build and nurture strong relationships.
Commitment and drive to improve clients’ financial lives.
Confidence identifying needs-based solutions for new and existing clients.
Strong written and verbal communication skills.
Ability to communicate effectively and confidently with 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 be able to obtain a notary commission in the state of employment within a few months of starting; the exact timeframe varies by location and state law.
Ability to work weekends and/or extended hours, including possible scheduling at any financial center within a reasonable distance.
High school diploma, GED, secondary school diploma, or equivalent.
Ability to work 40 hours per week on first shift.

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 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 after identifying 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 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 its clients while meeting regulatory requirements.
Connect proactively with clients through outbound calls and conduct consistent follow-up routines.
Connect clients to specialists when appropriate.