Senior Banker - Tyler Street Financial Center - English and Spanish Language Required

Bank of America • Hollywood, FL

8d • Onsite

About The Position

At Bank of America, Senior Bankers serve as the first point of contact for financial center clients. They uncover the personal banking needs of individual and small business clients, offer appropriate solutions, connect clients with specialists, deepen client relationships through platform services, help clients with self-service and transactional activities, and provide exceptional client care. The role includes proactively contacting clients through outbound calls and conducting consistent follow-up routines.

The Senior Banker partners with teams to provide consumer and small business solutions, services, and strategies; helps clients navigate their life priorities; and educates and trains clients to use self-service technologies. The role uses available resources, technology, and processes to optimize client experience and operational accuracy, and follows established processes, laws, and regulatory guidelines for activities such as opening accounts, account maintenance, and Digital Assisted Shopping.

Bank of America describes its culture as centered on Responsible Growth, inclusion, collaboration, career development, and teammate wellness. The company is committed to an in-office culture, with flexibility appropriate to role responsibilities and business needs.

Requirements

• At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
• English and Spanish language skills required.
• 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.
• Passion, 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 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.
• Effective time-management, organization, and prioritization skills, including the 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 the role’s start date; the exact timeframe varies by location and state law.
• Must be able to work weekends and/or extended hours, and may be scheduled at any financial center within a reasonable distance.
• High school diploma, GED, secondary school completion, 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 prior experience using laptop technology.

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 client experience and ensure 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 while abiding by regulatory requirements.
• Proactively connect with clients through outbound calls and conduct consistent follow-up routines.
• Deepen client relationships through platform services, support self-service and transactional activities, and connect clients to specialists.

What This Job Offers

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