Senior Banker - East Milford Financial Center

Bank of America•Milford, CT

14d•$26 - $32•Onsite

About The Position

At Bank of America, the Senior Banker supports the bank’s purpose of helping make financial lives better through client, teammate, community, and shareholder connections. This role is the first point of contact for financial center clients, uncovering personal banking needs for individuals and small businesses, offering appropriate solutions, and connecting clients with specialists. The position deepens client relationships through platform services, supports self-service and transactional activities, and provides exceptional client care. It also involves proactively contacting clients through outbound calls and consistently following up. The role is based at the East Milford Financial Center in Milford, Massachusetts. Bank of America describes its culture as inclusive and focused on collaboration, engagement, career development, and teammate wellness. The position is in-office, works 40 hours per week on first shift, and may require scheduling at another financial center within a reasonable distance. The listed pay range is $25.97–$31.75 per hour, with offers determined by experience, education, and skill set. 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.
High school diploma, GED, secondary school credential, or equivalent.
Must be a commissioned notary or be able to 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 location within a reasonable distance.
Strong written and verbal communication skills, including confidence engaging clients in person and by phone.
Ability to identify solutions for new and existing clients based on their needs.
Ability to collaborate effectively, build and nurture relationships, and act in clients’ best interests.
Ability to learn and adapt to new information and technology platforms, handle ambiguity, and respond to changing circumstances.
Strong critical-thinking and problem-solving skills.
Effective time management, organization, prioritization, and ability to handle multiple tasks simultaneously.
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
Passion, commitment, and drive to deliver an experience that improves clients’ financial lives.

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 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 financial center clients with consumer and small business solutions, services, and strategies based on their needs and life 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 daily activities, including account opening, account maintenance, and Digital Assisted Shopping.
Manage client interactions by choosing appropriate actions for the bank and clients while complying with regulatory requirements.
Proactively connect with clients through outbound calls and conduct consistent follow-up routines.
Support clients with self-service and transactional activities, deepen relationships through platform services, and connect clients to specialists.