Senior Banker - Chadwick Square Financial Center

Bank of America•Worcester, MA

11d•Onsite

About The Position

At Bank of America, the Senior Banker serves as a first point of contact for financial center clients. The role identifies personal banking needs for individual and small business clients, offers appropriate solutions, connects clients with specialists, and provides exceptional client care. The Senior Banker deepens client relationships through platform services, supports self-service and transactional activities, and proactively engages clients through outbound calls and consistent follow-up. The role is based at the Chadwick Square Financial Center in Worcester, Massachusetts, and follows the bank’s in-office culture.

Requirements

At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
Be an enthusiastic, highly motivated self-starter with a strong work ethic and a results focus, acting in the client's best interest.
Collaborate effectively and build and nurture strong relationships.
Show passion, commitment, and drive to improve clients’ financial lives.
Confidently identify solutions for new and existing clients based on their needs.
Have strong written and verbal communication skills and be comfortable engaging clients in person and by phone.
Be able to learn and adapt to new information and technology platforms, handle ambiguity, and adapt to changing circumstances.
Apply critical thinking and problem-solving skills to meet client needs.
Demonstrate effective time management and the ability to organize, prioritize, and perform multiple tasks simultaneously.
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 and state law.
Be able to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.
Have a high school diploma, GED, secondary school education, 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 toward 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 while identifying client banking needs and helping clients navigate their life priorities.
Assist, educate, and train clients in completing 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 for activities such as opening accounts, account maintenance, and Digital Assisted Shopping.
Manage client interactions by choosing appropriate actions for the bank and its clients while meeting regulatory requirements.
Proactively connect with clients through outbound calls and conduct consistent follow-up routines.