Senior Banker - Hillsboro Boulevard Financial Center

Bank of America • Deerfield Beach, FL

2d • Onsite

About The Position

At Bank of America, the Senior Banker helps make financial lives better through client connections and supports Responsible Growth. The bank emphasizes an inclusive, caring workplace, teammate development and wellness, and an in-office culture that supports collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

The Senior Banker serves as a first point of contact for financial center clients. The role uncovers personal banking needs for individual and small business clients, offers suitable solutions, and connects clients with specialists. It deepens relationships through platform services, assists clients with self-service and transactional activities, and provides exceptional client care. The role also proactively contacts clients through outbound calls and follows consistent follow-up routines. This position is based at the Hillsboro Boulevard Financial Center, works first shift, and is scheduled for 40 hours per week.

Requirements

• At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client’s best interest.
• 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 communicate 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 to meet client needs.
• Effective time-management skills and ability to organize, prioritize, and perform multiple tasks simultaneously.
• Must be a commissioned notary or able to obtain a notary commission in the state of employment within a few months of starting; exact timing varies by location and state law.
• Must be able to work weekends and/or extended hours, which may include scheduling at any financial center within a reasonable distance.
• Minimum education requirement: 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 working 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.
• Skills in active listening, business acumen, customer and client focus, oral communication, problem solving, account management, client experience branding, client management, client solutions advisory, relationship building, business development, pipeline management, prospecting, referral identification, and referral management.

Responsibilities

• Partner with teams to provide consumer and small business solutions, services, and strategies while uncovering clients’ personal banking needs and helping them navigate life priorities.
• Assist, educate, and train clients to conduct simple transactions using 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, account maintenance, 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.

What This Job Offers

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