Senior Banker - Southpark Financial Center

Bank of America•Charlotte, NC

2d•Onsite

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. The Senior Banker deepens relationships through platform services, supports self-service and transactional activities, and provides exceptional client care. The role also involves proactive outbound client calls and consistent follow-up routines. Bank of America describes its culture as focused on Responsible Growth, inclusion, collaboration, career development, and teammate wellness. The company is committed to an in-office culture, with flexibility 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 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 to meet client needs.
Effective time management, organization, prioritization, and ability to perform multiple tasks simultaneously.
Commissioned notary or ability to successfully obtain a notary commission in the state of work within a few months of the role’s start date; timeframe varies by location and state laws.
Must be able to work weekends and/or extended hours, which may include scheduling 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 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 financial center clients with consumer and small business solutions, services, and strategies based on their personal 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 client experience and ensure operational excellence and accuracy.
Follow established processes, laws, and guidelines for day-to-day activities, including 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 and self-service or transactional activities, and connect them with specialists as appropriate.