Senior Banker - North Ft. Lauderdale Financial Center

Bank of America•Fort Lauderdale, FL

2d•Onsite

About The Position

The Senior Banker serves as a first point of contact for financial center clients, uncovering personal banking needs for individual and small business clients, offering appropriate solutions, and connecting clients with specialists. The role builds client relationships through platform services, supports clients with self-service and transactional activities, and provides exceptional client care. It includes proactively connecting with clients through outbound calls and consistent follow-up routines. The Senior Banker partners with teams to provide consumer and small business solutions, services, and strategies that help clients navigate their priorities. The role assists and educates clients in using self-service technologies, uses available resources and technology to deliver an accurate and efficient client experience, follows established processes and regulatory requirements, and manages client interactions in the best interests of clients and the bank. The role requires weekend and/or extended-hours availability and may involve assignment to any financial center within a reasonable distance. This is a first-shift position with a 40-hour workweek.

Requirements

At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
A high school diploma, GED, secondary school education, or equivalent.
Strong written and verbal communication skills, including confidence engaging clients in person and by phone.
Ability to identify solutions for new and existing clients based on their needs.
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.
Effective time-management, organization, prioritization, and multitasking skills.
Ability to collaborate effectively and build and nurture strong relationships.
A commissioned notary, or ability to obtain a notary commission in the state of employment within a few months of starting in the role; exact timeframe varies by location.
Ability to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.
Enthusiasm, self-motivation, strong work ethic, focus on results, and commitment to improving clients’ financial lives.

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 uncovering client needs and helping clients navigate their priorities.
Assist, educate, and train clients on completing 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 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 and complying with regulatory requirements.
Proactively connect with clients through outbound calls and conduct consistent follow-up routines.
Support clients with platform services, self-service, and transactional activities, and connect them to specialists when appropriate.