Senior Banker

Bank of America • Berkeley, CA

13d • $26 - $32 • Onsite

About The Position

At Bank of America, the Senior Banker supports the company’s purpose of helping make financial lives better through client connections and Responsible Growth. The role is the first point of contact for financial center clients, identifying personal banking needs for individuals and small businesses, offering appropriate solutions, and connecting 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 includes proactive outbound client calls and consistent follow-up routines.

The position is open across the market, with the specific Financial Center location determined by business needs. A new hire will train at one financial center and may then move to another location within a reasonable commuting distance of home, as permitted by applicable law. Bank of America describes an in-office culture 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, a focus on results, and a commitment to acting in clients’ best interests.
• Ability to collaborate effectively and build and nurture strong relationships.
• Passion, commitment, and drive to deliver an experience that improves 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 effectively 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.
• Effective time-management, organization, prioritization, and ability to perform multiple tasks simultaneously.
• Must be a commissioned notary or able to obtain a notary commission in the state of work within a few months of starting; the exact 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.
• Skills listed include active listening, business acumen, customer and client focus, oral communications, problem solving, account management, client experience branding, client management, client solutions advisory, relationship building, business development, pipeline management, prospecting, referral identification, and referral management.

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 by uncovering personal banking needs and helping clients navigate their 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 when performing 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 and complying with regulatory requirements.
• Proactively connect with clients through outbound calls and conduct consistent follow-up routines.

Benefits

• Industry-leading benefits; the role is currently benefits eligible.
• Access to paid time off.
• Resources and support for employees.
• Eligibility to participate in a formulaic incentive plan, with opportunities that may be monthly, quarterly, and/or annual and earned based on performance against defined metrics.

What This Job Offers

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