Senior Banker - Niles/Greenwood Financial Center

Bank of America•Niles, OH
•$26 - $32•Onsite

About The Position

The Senior Banker serves as a first point of contact for financial center clients, identifying personal banking needs for individual and small business clients, offering appropriate solutions, and connecting clients with specialists. The role deepens client relationships through platform services, supports self-service and transactional activities, and delivers exceptional client care. It also involves proactive outbound client connections and consistent follow-up routines. The position partners with teams to provide consumer and small business solutions, services, and strategies; assists and educates clients in using self-service technologies; and uses available resources, technology, and processes to support a strong client experience and operational accuracy. The Senior Banker follows established processes, laws, and guidelines for activities such as account opening, account maintenance, and Digital Assisted Shopping, while managing interactions in clients’ and the bank’s best interests and meeting regulatory requirements. This is an in-office financial center role in Niles, Illinois. The role is first shift, 40 hours per week, and requires availability for weekends and/or extended hours, potentially at another nearby financial center. Pay is $25.97–$31.75 per hour, with offers based on experience, education, and skill set. The role is eligible for a formulaic incentive plan and benefits.

Requirements

  • At least 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 and client interests.
  • Ability to collaborate effectively and build and nurture strong relationships.
  • Passion, commitment, and drive to improve clients’ financial lives.
  • Confidence identifying solutions for new and existing clients based on their needs.
  • Strong written and verbal communication skills.
  • 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.
  • 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 exact timeframe varies by location.
  • Must be able to work weekends and/or extended hours, which may include scheduling at any financial center within a reasonable distance.
  • Minimum education: 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 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 while identifying banking needs and helping clients navigate their 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 for 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.

Benefits

  • Benefits eligibility.
  • Access to paid time off.
  • Resources and support for employees.
  • Eligibility to participate in a formulaic incentive plan, with incentives based on performance against defined metrics.
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