Senior Banker - Victory Drive Financial Center

Bank of America • Savannah, GA

4d • 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. The Senior Banker deepens client relationships through platform services, supports clients with self-service or transactional activities, and provides exceptional client care. The role also proactively connects with clients through outbound calls and consistent follow-up routines.

Bank of America describes its approach as being guided by Responsible Growth and a commitment to helping clients, teammates, communities, and shareholders. The company emphasizes an inclusive, caring workplace, teammate development and wellness, and an in-office culture supporting collaboration, engagement, and career development. Flexibility is based on role responsibilities and business needs.

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 clients’ best interests.
• Ability to collaborate effectively and build and nurture strong relationships.
• Passion, commitment, and drive to deliver an experience that improves clients’ financial lives.
• Confidence identifying needs-based solutions for new and existing clients.
• Strong written and verbal communication skills; ability to communicate confidently and effectively with 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, organization, prioritization, and ability to perform multiple tasks simultaneously.
• Commissioned notary, or ability to obtain a notary commission in the work state 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, potentially 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 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.
• Skills in active listening, business acumen, customer and client focus, oral communications, problem solving, account management, client experience, branding, client management, client solutions advisory, relationship building, business development, pipeline management, prospecting, referral identification, and referral management.

Responsibilities

• Partner with teams to provide consumer and small business solutions, services, and strategies to financial center clients, uncovering personal banking needs and helping clients navigate 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 daily activities, including opening accounts, account maintenance, and Digital Assisted Shopping.
• Manage client interactions by choosing an appropriate course of action for the bank and its clients while complying with regulatory requirements.
• Proactively connect with clients through outbound calls and conduct consistent follow-up routines.
• Support clients with platform services and self-service or transactional activities, and connect them with specialists when appropriate.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED