Senior Banker - Sycamore Plaza Financial Center - Spanish Preferred

Bank of America•Simi Valley, CA

5d•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 personal banking needs for individual and small business clients, offers appropriate solutions, connects clients with specialists, and provides exceptional client care. Senior Bankers deepen client relationships through platform services, assist clients with self-service and transactional activities, and proactively connect with clients through outbound calls and consistent follow-up routines. The role partners with teams to provide consumer and small business solutions, services, and strategies; educates clients on self-service technologies; and uses available resources, technology, and processes to deliver an accurate, operationally excellent client experience. It also involves performing activities such as opening accounts, account maintenance, and Digital Assisted Shopping in accordance with established processes, laws, guidelines, and regulatory requirements. This is a first-shift position at the Sycamore Plaza Financial Center in Simi Valley, California, with 40 hours per week. Weekend and/or extended hours may be required, and the employee may be scheduled at any financial center within a reasonable distance. The role is incentive eligible and benefits eligible. The posted hourly pay range is $25.97–$31.75, with offers determined by experience, education, and skill set.

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 focus on results and clients' best interests.
Collaborate effectively and build and nurture strong relationships.
Demonstrate 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.
Ability to learn and adapt to new information and technology platforms, handle ambiguity, and adapt to changing circumstances.
Apply strong 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, with the precise timeframe varying 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 diploma, 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.
Spanish language skills are preferred.

Responsibilities

Partner with teams to provide financial center clients with consumer and small business solutions, services, and strategies based on their banking 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 performing day-to-day activities, including opening accounts, account maintenance, and Digital Assisted Shopping.
Manage client interactions by selecting the appropriate course of action for the bank and its clients while meeting regulatory requirements.
Proactively connect with clients through outbound calls and conduct consistent follow-up routines.
Support clients with self-service or transactional activities and connect them with specialists as appropriate.