Senior Banker - North Miami Financial Center - English and Spanish Language Required

Bank of America•North Miami, FL

1d•Onsite

About The Position

The Senior Banker serves as the first point of contact for financial center clients, identifying the personal banking needs of individual and small business clients, presenting appropriate solutions, and connecting clients with specialists. The role builds client relationships through platform services, supports self-service and transactional activities, and provides exceptional client care. It also involves proactive outbound client contact and consistent follow-up. The position partners with teams to provide consumer and small business solutions, services, and strategies; helps clients navigate their priorities; educates clients on self-service technology; and uses available resources and processes to deliver an accurate, efficient client experience. The Senior Banker follows applicable procedures, laws, and regulatory guidelines for account opening, account maintenance, and Digital Assisted Shopping. The role requires English and Spanish communication, a notary commission or the ability to obtain one, and availability for weekends and/or extended hours, including possible scheduling at nearby financial centers.

Requirements

At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
English and Spanish language skills.
Strong written and verbal communication skills, including confidence engaging clients in person and by phone.
A commissioned notary, or ability to successfully obtain a notary commission in the state of work within a few months of the role's start date; exact timing varies by location.
Ability to work weekends and/or extended hours, which may include assignments at any financial center within a reasonable distance.
Motivation, strong work ethic, and focus on results while acting in clients' best interests.
Ability to collaborate effectively and build and nurture strong relationships.
Passion and commitment to improve clients' financial lives.
Ability to identify needs-based solutions for new and existing clients.
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, prioritization, and ability to handle multiple tasks simultaneously.
High school diploma, GED, secondary school education, 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

Serve as the first point of contact for financial center clients and uncover individual and small business banking needs.
Partner with teams to provide consumer and small business solutions, services, and strategies.
Help clients navigate their life priorities and connect them with specialists as appropriate.
Build client relationships through platform services and provide exceptional client care.
Support clients with self-service and transactional activities, including educating and training them on self-service technologies.
Proactively connect with clients through outbound calls and conduct consistent follow-up.
Use available resources, technology, and processes to optimize the client experience and deliver operational excellence and accuracy.
Follow established processes, laws, guidelines, and regulatory requirements when opening accounts, maintaining accounts, and conducting Digital Assisted Shopping.
Manage client interactions by taking an appropriate course of action for the bank and its clients.