Senior Banker - San Fernando Valley East area

Bank of America•Los Angeles, CA

12d•$26 - $32•Onsite

About The Position

The Senior Banker serves as a first point of contact for financial center clients, uncovering the personal banking needs of individual and small business clients, offering appropriate solutions, and connecting clients with specialists. The role deepens client relationships through platform services, supports self-service and transactional activities, and provides exceptional client care. It also involves proactively contacting clients through outbound calls and maintaining consistent follow-up routines. The position partners with teams to provide consumer and small business solutions, services, and strategies; helps clients navigate their financial priorities; and educates clients on self-service technologies. The Senior Banker uses available resources, technology, and processes to optimize client experience and operational accuracy, follows applicable processes and regulations for activities such as account opening and maintenance, and manages client interactions in the best interests of clients and the bank. This is a first-shift position with 40 hours per week. Bank of America expects office-based attendance under its in-office culture. The role may be based at designated financial centers in North Hollywood, Panorama City, Studio City, Sun Valley, or Valley Village, California. Pay is $25.97–$31.75 per hour, with offers determined by experience, education, and skill set. The role is eligible for a formulaic incentive plan and benefits, including access to paid time off. The position requires weekend and/or extended-hours availability and travel to financial centers within a reasonable distance.

Requirements

At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment; alternatively, at least six months in a Bank of America Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) role.
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 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.
Effective time-management, organization, and prioritization skills, including the ability to handle 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 role’s start date; exact timing varies by location and state law.
Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance.
High school diploma, GED, secondary school credential, or equivalent.
Hiring is subject to FDIC and loan originator laws or regulations restricting or prohibiting employment based on specified criminal history.

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.
Skills in 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.

Responsibilities

Partner with teams to provide consumer and small business solutions, services, and strategies based on clients’ personal banking needs and 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 in day-to-day activities, including account opening, 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.
Deepen client relationships through platform services, support self-service or transactional activities, provide client care, and connect clients to specialists.