About The Position

The Senior Banker serves as a first point of contact for financial center clients, uncovering the personal banking needs of individual and small business clients, offering appropriate solutions, and connecting clients with specialists. The role deepens client relationships through platform services, supports clients with self-service and transactional activities, and delivers exceptional client care. It also includes proactively contacting clients through outbound calls and completing consistent follow-up routines. The position is based in an in-office financial center environment. The Senior Banker partners with teammates to provide consumer and small business solutions, services, and strategies, and helps clients navigate their financial priorities. The role requires following established processes, laws, and guidelines while carrying out activities such as account opening, account maintenance, and Digital Assisted Shopping. Spanish bilingual ability is required.

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 acting in clients’ best 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 engage clients confidently 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 successfully obtain a notary commission in the state of employment within a few months of starting; exact timing varies by location and state laws.
  • Must be able to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.
  • Bilingual Spanish required.
  • High school diploma, GED, secondary school diploma, 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 toward 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 to financial center clients based on their 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 client experience and deliver operational excellence and accuracy.
  • Follow established processes, laws, and guidelines when performing activities such as opening accounts, maintaining accounts, and Digital Assisted Shopping.
  • Manage client interactions by choosing appropriate actions 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 and self-service or transactional activities, and connect them to specialists when appropriate.

Benefits

  • Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.
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