Senior Banker - Sun Prairie

Bank of America • Sun Prairie, WI

3d • Onsite

About The Position

The Senior Banker serves as the first point of contact for financial center clients, uncovering personal banking needs for 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 maintaining consistent follow-up routines.

The position partners with teams to provide consumer and small business solutions, services, and strategies; helps clients navigate their financial priorities; and educates clients on self-service technologies. The Senior Banker uses available resources, technologies, and processes to deliver an accurate, efficient client experience while following established processes, laws, and regulatory requirements.

Requirements

• At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
• Strong work ethic, self-motivation, and focus on results and acting in the client's best interest.
• Ability to collaborate effectively and build and nurture strong relationships.
• Passion and commitment to improving clients' financial lives.
• Confidence identifying solutions for new and existing clients based on their needs.
• Strong written and verbal communication skills, including confidence engaging 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, including the ability to organize, prioritize, and perform multiple tasks simultaneously.
• Must be a commissioned notary or successfully obtain a notary commission in the state of employment within a few months of starting; the exact timeframe varies by location due to state laws.
• Must be able 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, 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 previous 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 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 activities such as opening accounts, account maintenance, and Digital Assisted Shopping.
• Manage client interactions by choosing appropriate courses of action for the bank and clients while meeting regulatory requirements.
• Proactively connect with clients through outbound calls and conduct consistent follow-up routines.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED