Senior Banker - Mooney-Beech Financial Center - Bilingual Spanish Preferred

Bank of America • Visalia, CA

16d • $26 - $32 • Onsite

About The Position

At Bank of America, the Senior Banker helps make financial lives better through client connections and Responsible Growth. This role serves as a first point of contact for financial center clients, uncovers personal banking needs for individual and small business clients, offers appropriate solutions, and connects clients to specialists. The Senior Banker deepens client relationships through platform services, assists with self-service or transactional activities, and provides exceptional client care. The role also involves proactively connecting with clients through outbound calls and consistent follow-up routines.

The position is based at the Mooney-Beech Financial Center in Visalia, California. Bank of America supports an in-office culture for collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. The role is a 40-hour-per-week, first-shift position and requires weekend and/or extended-hour availability, potentially at another financial center within a reasonable distance.

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, a focus on results, and a commitment to acting in the client’s best interest.
• Ability to collaborate effectively, complete work with others, and build and nurture strong relationships.
• Passion, commitment, and drive to deliver experiences that improve clients’ financial lives.
• Confidence identifying needs-based solutions for new and existing clients.
• Strong written and verbal communication skills.
• Ability to communicate effectively and confidently and engage clients in person and by phone.
• Ability to learn and adapt to new information and technology platforms, handle ambiguity, and adjust to changing circumstances.
• Strong critical-thinking and problem-solving skills.
• 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; the exact timeframe varies by location and state law.
• Must be able to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.
• High school diploma, GED, secondary school, or equivalent.
• Must satisfy applicable hiring restrictions related to specified criminal history under FDIC and Loan Originators laws or regulations.

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 prior experience using laptop technology.
• Spanish language skills preferred.

Responsibilities

• Partner with teams to provide consumer and small business solutions, services, and strategies while uncovering clients’ personal banking needs and helping them navigate life priorities.
• Assist, educate, and train clients in conducting simple transactions using 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 the best course of action for the bank and its clients and complying with regulatory requirements.
• Deepen client relationships through platform services and connect clients with specialists as appropriate.
• Proactively contact clients through outbound calls and conduct consistent follow-up routines.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Resources and support for employees.
• Eligibility to participate in a formulaic incentive plan, with opportunities that may be monthly, quarterly, and/or annual and are earned based on performance against defined metrics.

What This Job Offers

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