Senior Banker - Mooney-Beech Financial Center - Bilingual Spanish Preferred

Bank of America • Visalia, CA

15d • Onsite

About The Position

At Bank of America, the Senior Banker serves as the first point of contact for financial center clients. The role uncovers personal banking needs for individual and small business clients, offers appropriate solutions, and connects clients to specialists. The Senior Banker deepens client relationships through platform services, supports clients with self-service and transactional activities, and provides exceptional client care. The role also involves proactively connecting with clients through outbound calls and conducting consistent follow-up routines.

This position is based at the Mooney-Beech Financial Center in Visalia, California. It is a first-shift role scheduled for 40 hours per week. Bank of America describes an in-office culture intended to support collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. Spanish is preferred. 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, acting in the client’s best interest.
• Ability to collaborate effectively and build and nurture strong relationships.
• Passion, commitment, and drive to deliver experiences that improve clients’ financial lives.
• Confidence identifying needs-based solutions for new and existing clients.
• Strong written and verbal communication skills; ability to communicate confidently and comfortably 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, organization, prioritization, and multitasking skills.
• 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; exact timing varies by location and state law.
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.
• High school diploma, GED, secondary school diploma, or equivalent.
• The posting notes that FDIC and Loan Originators laws or regulations restrict or prohibit hiring individuals with certain specified criminal history for this position.

Nice To Haves

• Spanish language skills are preferred.
• 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 previous experience using laptop technology.

Responsibilities

• Partner with teams to provide consumer and small business solutions, services, and strategies while uncovering clients’ personal banking needs and helping them navigate life priorities.
• Assist, educate, and train clients on 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 opening accounts, account maintenance, and Digital Assisted Shopping.
• Manage client interactions by taking the best course of action for the bank and its clients while meeting 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.
• Eligibility to participate in a formulaic incentive plan, with opportunities that may be monthly, quarterly, and/or annual and earned based on performance against defined metrics.

What This Job Offers

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