Senior Banker - East Milford Financial Center

Bank of America•Milford, CT

12d•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 uncover the personal banking needs of individual and small business clients, offers appropriate solutions, and connects clients to specialists. Senior Bankers deepen client relationships through platform services, support self-service and transactional activities, and provide exceptional client care. The role also involves proactively connecting with clients through outbound calls and conducting consistent follow-up routines. The position is based at the East Milford Financial Center in Milford, Massachusetts. Bank of America describes its culture as focused on Responsible Growth, inclusion, collaboration, career development, and teammate wellness. The company maintains an in-office culture, with flexibility based on role responsibilities and business needs. This role works 40 hours per week on first shift and is eligible for a formulaic incentive plan and benefits.

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, complete work with others, 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 and ability to organize, prioritize, and perform multiple tasks simultaneously.
Commissioned notary, or ability to successfully obtain a notary commission in the state of employment within a few months of the role's start date; exact timing varies by location and state law.
Ability 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 credential, 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 previous experience using laptop technology.

Responsibilities

Partner with teams to provide consumer and small business solutions, services, and strategies to financial center clients as their banking needs and life priorities are identified.
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 appropriate courses of action for the bank and its clients and complying with regulatory requirements.
Proactively connect with clients through outbound calls and conduct consistent follow-up routines.
Deepen client relationships through platform services, support self-service or transactional activities, provide client care, and connect clients to specialists.