Senior Banker

Bank of America • Berkeley, CA

12d • 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 identify the personal banking needs of individual and small business clients, offers appropriate solutions, and connects clients with specialists. The Senior Banker deepens client relationships through platform services, supports self-service and transactional activities, and provides exceptional client care. The position also involves proactive outbound calls and consistent follow-up.

The position is open across the market, and the specific Financial Center location is based on business needs. If hired, the employee 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 its approach as an in-office culture supporting collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

This is a first-shift role scheduled for 40 hours per week. The stated hourly pay range is $25.97–$31.75, with offers based on experience, education, and skill set. The role is eligible for a formulaic incentive plan and benefits. A high school diploma, GED, secondary school credential, or equivalent is the minimum education requirement.

Requirements

• Minimum of 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, 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 with 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 to meet clients' needs.
• Effective time-management, organization, prioritization, and multitasking skills.
• Must be a commissioned notary or successfully obtain a notary commission in the state of work within a few months of the role's start date; the timeframe varies by location due to state laws.
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.
• Minimum education: High school diploma, GED, secondary school credential, 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 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 previous experience using laptop technology.

Responsibilities

• Partner with teams to provide financial center clients with consumer and small business solutions, services, and strategies based on their personal banking needs and 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 in 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.
• Support clients with self-service or transactional activities, deepen relationships through platform services, and connect clients to specialists.

Benefits

• Benefits eligibility
• Paid time off
• Resources and support for employees
• Formulaic incentive plan eligibility, with incentives based on performance against defined metrics

What This Job Offers

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