Senior Banker - Cupertino Financal Center

Bank of America•Cupertino, CA

11d•$26 - $32•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. It deepens client relationships through platform services, supports self-service and transactional activities, and provides exceptional client care. The Senior Banker proactively connects 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, technologies, and processes to optimize client experience and operational accuracy. It follows established processes, laws, and guidelines for activities such as opening accounts, account maintenance, and Digital Assisted Shopping, and manages interactions in the best interests of the bank and its clients while adhering to regulatory requirements. This is an in-office financial center role in Cupertino, California. The position is first shift, 40 hours per week, and requires availability to work weekends and/or extended hours, potentially at another financial center within a reasonable distance. Pay is $25.97–$31.75 per hour, with offers based on experience, education, and skill set. The role is eligible for a formulaic incentive plan and benefits, including access to paid time off.

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, focus on results, and commitment to acting in the client's best interest.
Ability to collaborate effectively 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 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.
Must be a commissioned notary or successfully obtain a notary commission in the state of employment within a few months of starting; exact timing varies by location and state law.
Must be able to work weekends and/or extended hours, which may include scheduling at any financial center within a reasonable distance.
High school diploma, GED, secondary school completion, 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 previous experience using laptop technology.

Responsibilities

Serve as the first point of contact for financial center clients and uncover personal banking needs for individual and small business clients.
Partner with teams to provide consumer and small business solutions, services, and strategies, and help clients navigate their life priorities.
Deepen client relationships through platform services, connect clients to specialists, and provide exceptional client care.
Assist, educate, and train clients in conducting simple transactions through self-service technologies.
Use available resources, technologies, and processes to optimize client experience and deliver operational excellence and accuracy.
Follow established processes, laws, and guidelines for day-to-day activities, including opening accounts, account maintenance, and Digital Assisted Shopping.
Manage client interactions by choosing the best course 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.