Senior Banker

Bank of America•Arlington, TX

5d•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 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 self-service and transactional activities, and provides exceptional client care. The position also proactively connects with clients through outbound calls and consistent follow-up routines. Bank of America emphasizes Responsible Growth, an inclusive and caring workplace, and teammate wellness. The company describes an in-office culture intended to support collaboration, engagement, and career development, 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 acting in the client’s best interest.
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 skills and ability to organize, prioritize, and perform multiple tasks simultaneously.
Must be a commissioned notary or successfully obtain a notary commission in the state of work within a few months of starting; the exact timeframe varies by location due to 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, or equivalent is the minimum education requirement.

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 identifying 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 the client experience and deliver operational excellence and accuracy.
Follow established processes, laws, and guidelines when performing daily 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.