Senior Banker - Barry Road At Zona Rosa Financial Center

Bank of America•Kansas City, KS

5d•Onsite

About The Position

At Bank of America, the Senior Banker serves as the first point of contact for financial center clients. The role helps uncover personal banking needs of individual and small business clients, offers appropriate solutions, connects clients with specialists, and provides exceptional client care. Senior Bankers deepen client relationships through platform services, support self-service and transactional activities, and proactively contact clients through outbound calls and consistent follow-up routines. This position is open across the market, and the specific financial center will be determined by business needs. New hires train at one financial center and may then move to another location within a reasonable commuting distance of home, to the extent permitted by applicable law. Bank of America maintains an in-office culture supporting collaboration, engagement, and career development, with expectations based on role responsibilities and business needs.

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 deliver experiences that 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 adjust to changing circumstances.
Strong critical thinking and problem-solving skills to meet client needs.
Effective time management, organization, prioritization, and ability to perform multiple tasks simultaneously.
Must be a commissioned notary or be able to obtain a notary commission in the state of employment within a few months of starting; exact timing varies by state law.
Must be able to work weekends and/or extended hours, including being scheduled at any financial center 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 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 to financial center clients by identifying banking needs and helping clients navigate life priorities.
Assist, educate, and train clients on conducting simple transactions through self-service technologies.
Use available resources, technologies, and processes to optimize client experience and deliver operational excellence and accuracy.
Follow established processes, laws, and guidelines while performing daily 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 while complying with regulatory requirements.
Proactively connect with clients through outbound calls and conduct consistent follow-up routines.
Support clients with platform services, self-service activities, and transactions, and connect them to specialists as appropriate.