Senior Banker

Bank of America•Grand Prairie, LA

2d•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, provides appropriate solutions, and connects clients with specialists. Senior Bankers deepen client relationships through platform services, assist with self-service and transactional activities, and provide exceptional client care. The position also involves proactively reaching out to clients by phone and consistently following up. The role partners with teams to offer consumer and small business solutions and strategies, helps clients navigate their financial priorities, and educates them on self-service technologies. Senior Bankers use available resources, technologies, and processes to deliver an effective client experience and maintain operational accuracy. They follow established processes, laws, and guidelines for activities such as opening accounts, account maintenance, and Digital Assisted Shopping, while ensuring client interactions comply with regulatory requirements. Bank of America describes its workplace culture as inclusive and caring, with an in-office culture supporting collaboration, engagement, and career development. The company offers opportunities to learn, grow, and contribute to its shared success.

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 and client interests.
Ability to collaborate effectively and build and nurture strong relationships.
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.
Effective time-management skills and ability to organize, prioritize, and perform multiple tasks simultaneously.
Commissioned notary, or ability to obtain a notary commission in the state of employment within a few months of starting; exact timing varies by location and state law.
Ability 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, 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.
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 based on clients’ personal banking needs and priorities.
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 for day-to-day activities, including account opening, account maintenance, and Digital Assisted Shopping.
Manage client interactions by choosing an appropriate course of action for the bank and its clients and adhering to 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, and connect clients to specialists.