Senior Banker - 92nd and Shea Financial Center

Bank of America•Scottsdale, AZ

18d•Onsite

About The Position

At Bank of America, the Senior Banker helps make financial lives better by serving as the first point of contact for financial center clients. The role uncovers 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 delivers exceptional client care. The position also requires proactively contacting clients through outbound calls and maintaining consistent follow-up routines. The Senior Banker partners with teams to provide consumer and small business solutions, services, and strategies, and assists clients in navigating their life priorities. The role educates clients on self-service technologies, uses available resources and processes to optimize the client experience, and performs account opening, account maintenance, and Digital Assisted Shopping in accordance with established processes, laws, and regulatory requirements. Bank of America describes its culture as focused on Responsible Growth, inclusion, career development, and teammate wellness. The company is committed to an in-office culture supporting collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs. The role requires weekend and/or extended-hours availability and may involve work at any financial center within a reasonable distance. The posting indicates 5% travel.

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, get things done, 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 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 skills and ability to organize, prioritize, and 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; the exact timeframe varies by location due to state laws.
Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.

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

Serve as the first point of contact for financial center clients and uncover personal banking needs of individual and small business clients.
Offer appropriate solutions and connect clients to specialists.
Deepen client relationships through platform services and provide exceptional client care.
Support clients with self-service or transactional activities.
Proactively connect with clients through outbound calls and conduct consistent follow-up routines.
Partner with teams to provide consumer and small business solutions, services, and strategies that address clients’ needs and life priorities.
Assist, educate, and train clients on 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 opening accounts, maintaining accounts, and conducting Digital Assisted Shopping.
Manage client interactions by taking the best course of action for the bank and its clients while meeting regulatory requirements.