Senior Banker - Waltons Corner Financial Center

Bank of America•Augusta, GA

3d•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 to specialists, deepen relationships through platform services, support self-service and transactional activities, and provide exceptional client care. The role includes proactively contacting clients through outbound calls and following up consistently. Senior Bankers partner with teams to provide consumer and small business solutions, services, and strategies; help clients navigate their priorities; and educate them on self-service technologies. They use available resources, technologies, and processes to deliver an accurate, operationally excellent client experience. They also follow established processes, laws, and guidelines for activities such as account opening, account maintenance, and Digital Assisted Shopping, while ensuring client interactions comply with regulatory requirements. Bank of America describes an in-office culture intended to support collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs. The position is first shift and 40 hours per week.

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 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.
Strong written and verbal communication skills; communicate effectively and 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.
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 timeframe varies by location and state law.
Ability to work weekends and/or extended hours, potentially 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 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’ 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 when performing activities such as opening accounts, maintaining accounts, and Digital Assisted Shopping.
Manage client interactions by choosing an appropriate course of action for the bank and its clients and complying with regulatory requirements.
Proactively connect with clients through outbound calls and conduct consistent follow-up routines.
Support clients with platform services and self-service or transactional activities, and connect them to specialists when appropriate.