Senior Banker - Sycamore Plaza Financial Center - Spanish Preferred

Bank of America•Simi Valley, CA

6d•$26 - $32•Onsite

About The Position

At Bank of America, Senior Bankers help make financial lives better by serving as the first point of contact for financial center clients. The role uncovers personal banking needs for individual and small business clients, offers appropriate solutions, and connects clients with specialists. Senior Bankers deepen client relationships through platform services, help clients with self-service and transactional activities, and provide exceptional client care. The position also involves proactively connecting with clients through outbound calls and following consistent follow-up routines. The role is based at the Sycamore Plaza Financial Center in Simi Valley, California. It is an in-office position, scheduled for 40 hours per week on first shift. Weekend and/or extended hours may be required, and scheduling may include other financial center locations within a reasonable distance. Spanish is preferred. The stated hourly pay range is $25.97–$31.75, with offers determined by experience, education, and skill set. The role is eligible for a formulaic incentive plan. It is benefits-eligible and includes access to paid time off and employee support resources.

Requirements

Minimum of 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 acting in the client’s best interest.
Ability to collaborate effectively, get things done, and build and nurture strong relationships.
Passion, commitment, and drive to deliver an experience that improves clients’ financial lives.
Confidence identifying solutions for new and existing clients based on their needs.
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 adapt to changing circumstances.
Strong critical-thinking and problem-solving skills to meet clients’ needs.
Effective time-management, organization, prioritization, and ability to 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.

Nice To Haves

Spanish language ability is preferred.
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.

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 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 for day-to-day activities such as opening accounts, account maintenance, and Digital Assisted Shopping.
Manage client interactions by taking the best course of action for the bank and its clients while meeting regulatory requirements.
Connect proactively with clients through outbound calls and conduct consistent follow-up routines.