Senior Banker - Tyrone Financial Center

Bank of America • Saint Petersburg, FL

8d • Onsite

About The Position

At Bank of America, 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 to specialists. The role deepens client relationships through platform services, supports self-service and transactional activities, and delivers exceptional client care. It also involves proactively connecting with clients through outbound calls and conducting consistent follow-up routines.

The position partners with teams to provide consumer and small business solutions, services, and strategies; helps clients navigate their priorities; and assists, educates, and trains them to conduct simple transactions using self-service technologies. The Senior Banker uses available resources, technology, and processes to optimize the client experience and operational accuracy, while following established processes, laws, guidelines, and regulatory requirements. Bank of America describes its culture as focused on Responsible Growth, inclusion, collaboration, career development, and teammate wellness. The company has an in-office culture, 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.
• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results and clients’ best 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 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.
• Effective time-management, organization, prioritization, and multitasking skills.
• Must be a commissioned notary or be able to 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, and may be 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 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.
• Skills in 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, and referral management.

Responsibilities

• Partner with teams to provide consumer and small business solutions, services, and strategies based on clients’ personal 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 the client experience and deliver operational excellence and accuracy.
• Follow established processes, laws, and guidelines when performing activities such as opening accounts, account maintenance, and Digital Assisted Shopping.
• Manage client interactions by taking appropriate 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.
• Support clients with platform services, self-service, and transactional activities, and connect them to specialists as appropriate.

Benefits

• Bank of America describes its benefits as affordable, competitive, and flexible, and states that it supports teammates’ physical, emotional, and financial wellness.

What This Job Offers

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