Senior Banker - Sun Prairie

Bank of America•Sun Prairie, WI

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, offering appropriate solutions, and connecting clients with specialists. The role deepens client relationships through platform services, supports self-service and transactional activities, and provides exceptional client care. It also involves 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 financial priorities; and educates them on self-service technologies. The role uses available resources, technology, and processes to optimize client experience and operational accuracy, while following established processes, laws, regulatory requirements, and guidelines for activities such as account opening and maintenance.

Requirements

At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
Be an enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client’s best interest.
Collaborate effectively and build and nurture strong relationships.
Show passion, commitment, and drive to improve clients’ financial lives.
Confidently identify solutions for new and existing clients based on their needs.
Have strong written and verbal communication skills and be comfortable engaging clients in person and by phone.
Ability to learn and adapt to new information and technology platforms, handle ambiguity, and respond to changing circumstances.
Strong critical-thinking and problem-solving skills.
Effective time-management skills and the ability to organize, prioritize, and perform multiple tasks simultaneously.
Be a commissioned notary or successfully obtain a notary commission in the state of work within a few months of starting; the timeframe varies by location due to state laws.
Ability to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.
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 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 based on their personal banking needs and 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, including 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 abiding by regulatory requirements.
Proactively connect with clients through outbound calls and conduct consistent follow-up routines.