Senior Banker - Bilingual Spanish Language Preferred

Bank of America•Silverdale, PA
•$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 identify personal banking needs for individual and small business clients, offers appropriate solutions, and connects clients with specialists. It deepens client relationships through platform services, supports self-service and transactional activities, and provides exceptional client care. The position also proactively contacts clients through outbound calls and follows up consistently. The Senior Banker partners with teams to deliver consumer and small business solutions, services, and strategies; assists and educates clients in using self-service technology; and uses available resources, technology, and processes to provide an accurate and effective client experience. The role performs account opening and maintenance and Digital Assisted Shopping in accordance with established processes, laws, guidelines, and regulatory requirements. The position is based at a financial center in Silverdale, Washington, with an in-office work culture. It is a first-shift role scheduled for 40 hours per week. The role is eligible for a formulaic incentive plan and benefits.

Requirements

  • At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
  • Strong written and verbal communication skills; ability to engage clients confidently 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, and prioritization skills, including the ability to perform multiple tasks simultaneously.
  • Must be a commissioned notary or able to 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, potentially at any financial center within a reasonable distance.
  • Minimum education requirement: 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 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.
  • Bilingual Spanish language ability is preferred.

Responsibilities

  • Partner with teams to provide consumer and small business solutions, services, and strategies, uncovering clients’ personal banking needs and helping them navigate life priorities.
  • Assist, educate, and train clients on 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 for daily activities, including opening accounts, account maintenance, and Digital Assisted Shopping.
  • Manage client interactions by choosing appropriate actions for the bank and clients and complying with regulatory requirements.
  • Proactively connect with clients through outbound calls and conduct consistent follow-up routines.

Benefits

  • Industry-leading benefits; the posting states the role is currently benefits eligible.
  • Access to paid time off.
  • Formulaic incentive plan with opportunities that may be monthly, quarterly, and/or annual, based on performance against defined metrics.
  • Resources and support for employees’ physical, emotional, and financial wellness.
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