Senior Banker - Fletcher Jackson Financial Center

Bank of America•La Mesa, CA

11d•Onsite

About The Position

At Bank of America, the Senior Banker helps make financial lives better by serving as the first point of contact for financial center clients. The role uncovers the personal banking needs of individual and small business clients, offers appropriate solutions, and connects clients with specialists. It deepens client relationships through platform services, supports clients with self-service or transactional activities, and delivers exceptional client care. The role also involves proactive outbound calls and consistent follow-up routines. Bank of America emphasizes Responsible Growth, an inclusive and caring workplace, and an in-office culture supporting collaboration, engagement, and career development. This position is based at the Fletcher Jackson Financial Center in La Mesa, California. It is a first-shift role scheduled for 40 hours per week. The role is eligible for a formulaic incentive plan and benefits, including access to paid time off.

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 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 needs-based solutions for new and existing clients.
Strong written and verbal communication skills, including the ability to 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.
Effective time-management, organization, and prioritization skills, including the ability to perform multiple tasks simultaneously.
Must be a commissioned notary or successfully obtain a notary commission in the state of employment within a few months of the start date; the timeframe varies by location and state law.
Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.
High school diploma, GED, secondary school diploma, 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 consumer and small business solutions, services, and strategies while uncovering client needs and helping clients navigate life priorities.
Assist, educate, and train clients on completing 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 for activities such as opening accounts, account maintenance, and Digital Assisted Shopping.
Manage client interactions by choosing the best 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 self-service or transactional activities, deepen client relationships through platform services, and connect clients to specialists.