Senior Banker - Sawgrass Financial Center - English and Spanish Language Required

Bank of America • Plantation, FL

1d • Onsite

About The Position

The Senior Banker serves as the 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 self-service and transactional activities, and provides exceptional client care. It also includes proactively connecting with clients through outbound calls and conducting consistent follow-up routines. The position is based at the Sawgrass Financial Center and requires English and Spanish language skills.

Bank of America describes its workplace as guided by Responsible Growth, with an emphasis on an inclusive, caring culture and teammate development and wellness. The company has an in-office culture intended to support collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

Requirements

• At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
• English and Spanish language skills.
• 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 deliver an experience that improves 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 to meet client needs.
• Effective time management and ability to organize, prioritize, and perform multiple tasks simultaneously.
• Must be a commissioned notary or able to 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 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, 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 prior experience using laptop technology.

Responsibilities

• Partner with teams to provide consumer and small business solutions, services, and strategies to financial center clients, uncovering banking needs and helping clients navigate life 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 choosing 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.

What This Job Offers

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