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, and connect clients with specialists. The role deepens client relationships through platform services, supports self-service and transactional activities, and delivers exceptional client care. Senior Bankers are expected to proactively contact clients through outbound calls and maintain consistent follow-up routines. The position partners with teams to provide consumer and small business solutions, services, and strategies, and helps clients navigate their financial priorities. It also involves educating clients on self-service technologies, using available resources and processes to provide an accurate and effective experience, and following applicable procedures, laws, and regulatory requirements. Bank of America describes its culture as inclusive and focused on Responsible Growth, teammate development, and client and community service. The role is part of an in-office financial center environment.

Requirements

  • At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
  • Bilingual Spanish.
  • Enthusiasm, self-motivation, a strong work ethic, and a focus on results and clients’ best 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 effectively in person and by phone.
  • Ability to learn and adapt to new information and technology platforms, handle ambiguity, and adjust to changing circumstances.
  • Strong critical-thinking and problem-solving skills.
  • Effective time-management, organization, prioritization, and multitasking skills.
  • Must be a commissioned notary or successfully obtain a notary commission in the state of employment within a few months of the start date; the timeframe varies by location.
  • Must be able to work weekends and/or extended hours, which may include scheduling at any financial center location within a reasonable distance.
  • High school diploma, GED, secondary school credential, 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 toward 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 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 activities such as opening accounts, account maintenance, and Digital Assisted Shopping.
  • Manage client interactions by choosing an appropriate course of 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.
  • Support clients with self-service or transactional activities and connect them to specialists when appropriate.

Benefits

  • Affordable, competitive, and flexible benefits supporting teammates’ physical, emotional, and financial wellness.
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