Senior Banker - West Cobb Financial Center

Bank of America • Marietta, GA

12d • Onsite

About The Position

At Bank of America, the Senior Banker serves 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. It deepens relationships through platform services, supports clients with self-service or transactional activities, and provides exceptional client care. The Senior Banker proactively connects with clients through outbound calls and consistent follow-up routines.

The role partners with teams to provide consumer and small business solutions, services, and strategies; assists and educates clients in using self-service technologies; and uses available resources and processes to deliver an accurate, effective client experience. It also performs account opening and maintenance and Digital Assisted Shopping in accordance with established processes, laws, and regulatory requirements. Bank of America describes an in-office culture focused on collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

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 and focus on results in the client's best interest.
• 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 communicate 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.
• Effective time-management skills and ability to organize, prioritize, and 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 the role's start date; exact timing varies by location and state laws.
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center within a reasonable distance.
• 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.

Responsibilities

• Partner with teams to provide financial center clients with consumer and small business solutions, services, and strategies while uncovering banking needs and helping clients navigate 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 in day-to-day activities, including account opening, account maintenance, and Digital Assisted Shopping.
• Manage client interactions by taking appropriate action for the bank and its clients while complying with regulatory requirements.
• Proactively connect with clients through outbound calls and conduct consistent follow-up routines.
• Connect clients to specialists and support them with self-service or transactional activities.

What This Job Offers

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