Senior Banker - San Fernando Valley East area

Bank of America • Sun Valley, NV

9d • Onsite

About The Position

At Bank of America, the Senior Banker serves as a 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. The banker deepens client relationships through platform services, helps clients with self-service and transactional activities, and provides exceptional client care. The position also involves proactively contacting clients by phone and conducting consistent follow-up routines.

The role is based at financial centers in the San Fernando Valley East area. Bank of America describes its culture as committed to in-office attendance, with flexibility based on role-specific considerations. This is a first-shift position working 40 hours per week. The listed hourly pay range is $25.97–$31.75, with offers determined by experience, education, and skill set. The role is eligible for a formulaic incentive plan and benefits, including paid time off.

Requirements

• At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment; alternatively, at least six months in a qualifying Bank of America role: Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS).
• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting 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 needs-based solutions for new and existing clients.
• Strong written and verbal communication skills, including the 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 to meet client needs.
• Effective time-management skills and ability to organize, 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 the role's start date; the timeframe varies by location due to state laws.
• Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance.
• High School Diploma, GED, secondary school completion, 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.
• 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 financial center clients with consumer and small business solutions, services, and strategies by identifying personal banking needs and helping clients navigate their 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 in day-to-day activities, including account opening, account maintenance, and Digital Assisted Shopping.
• Manage client interactions by selecting 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.

Benefits

• Benefits eligibility
• Paid time off
• Access to resources and support for employees
• Formulaic incentive plan with performance-based monthly, quarterly, and/or annual incentive opportunities

What This Job Offers

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