Senior Banker

Bank of America•West Jordan, UT

8d•Onsite

About The Position

At Bank of America, the Senior Banker serves as the first point of contact for financial center clients. The role helps identify the personal banking needs of individual and small business clients, offers appropriate solutions, and connects clients with specialists. It deepens client relationships through platform services, supports self-service and transactional activities, and provides exceptional client care. The role also proactively connects with clients through outbound calls and consistent follow-up routines. Bank of America describes its purpose as helping make financial lives better through the power of every connection, while driving Responsible Growth for clients, teammates, communities, and shareholders. The company emphasizes an inclusive culture, teammate development and recognition, and support for physical, emotional, and financial wellness. It is committed to an in-office culture that supports collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs.

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 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 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 to meet client needs.
Effective time-management skills and ability to organize, prioritize, and perform multiple tasks simultaneously.
Commissioned notary, or ability to successfully obtain a notary commission in the state of work within a few months of starting; the exact timeframe varies by location due to state laws.
Must be able to work weekends and/or extended hours, which may include scheduling 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 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.
Skills: Active Listening; Business Acumen; Customer and Client Focus; Oral Communications; Problem Solving; Account Management; Client Experience Branding; Client Management; Client Solutions Advisory; Relationship Building; Business Development; Pipeline Management; Prospecting; Referral Identification; Referral Management.

Responsibilities

Partner with teams to provide financial center clients with consumer and small business solutions, services, and strategies, helping uncover personal banking needs and 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 opening accounts, account maintenance, and Digital Assisted Shopping.
Manage client interactions by choosing an appropriate course of action for the bank and its clients while abiding by regulatory requirements.
Proactively connect with clients through outbound calls and conduct consistent follow-up routines.