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 client relationships through platform services, supports self-service and transactional activities, and delivers exceptional client care. The position also proactively connects with clients through outbound calls and consistent follow-up routines. The Senior Banker 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, technology, and processes to provide an effective client experience with operational accuracy. The role follows established processes, laws, and guidelines for activities such as account opening, account maintenance, and Digital Assisted Shopping, while handling interactions in the best interests of clients and the bank and meeting regulatory requirements. This is an in-office position in a financial center. The schedule is 40 hours per week on first shift. The role requires Spanish bilingual skills and the ability to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.

Requirements

  • At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
  • Bilingual Spanish required.
  • Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results and client 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 confidently 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, organization, and prioritization skills, including the ability to manage multiple tasks simultaneously.
  • 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 exact timeframe varies by location due to state laws.
  • Must be able to work weekends and/or extended hours, including possible scheduling at any financial center within a reasonable distance.
  • High school diploma, GED, secondary school qualification, 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 consumer and small business solutions, services, and strategies while identifying clients' personal banking needs and helping them navigate life priorities.
  • Assist, educate, and train clients on completing 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 account opening, account maintenance, and Digital Assisted Shopping.
  • Manage client interactions by taking the best course of action for the bank and its clients and following regulatory requirements.
  • Deepen client relationships through platform services, client follow-up, and outbound calls.
  • Support clients with self-service and transactional activities and connect them with specialists as appropriate.

Benefits

  • Affordable, competitive, and flexible benefits supporting teammates' physical, emotional, and financial wellness.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service