Senior Banker - Riverchase Financial Center - Bilingual Spanish Required

Bank of America•Naples, FL

1d•Onsite

About The Position

At Bank of America, the Senior Banker serves as a first point of contact for financial center clients. The role helps uncover 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 provides exceptional client care. The Senior Banker also proactively connects with clients through outbound calls and conducts consistent follow-up routines. The position 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, technologies, and processes to optimize client experience and operational accuracy. It follows established processes, laws, and guidelines for activities such as opening accounts, account maintenance, and Digital Assisted Shopping, while managing interactions in the best interests of the bank and its clients and complying with regulatory requirements. Bank of America describes an in-office culture intended to support collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs. This role is a 1st-shift position scheduled for 40 hours per week and requires bilingual Spanish communication.

Requirements

At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
Bilingual in Spanish.
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.
Able to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.
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, organization, prioritization, and ability to perform multiple tasks simultaneously.
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 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 in 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 for day-to-day activities, including opening accounts, account maintenance, and Digital Assisted Shopping.
Manage client interactions by choosing the best 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.