Senior Banker

Bank of America•Concord, NH
•$26 - $32•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 personal banking needs for individual and small business clients, offers appropriate solutions, connects clients to specialists, deepens relationships through platform services, supports self-service and transactional activities, and provides exceptional client care. The position also involves proactive outbound client calls and consistent follow-up. This position is open across the market, and the specific Financial Center location is determined by business needs. The employee trains at one financial center and may subsequently move to another location within a reasonable commuting distance of home, to the extent permitted by applicable law. Bank of America describes its culture as committed to Responsible Growth, inclusion, collaboration, career development, and teammate wellness. It maintains an in-office culture with role-specific flexibility based on 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, acting in the client's best interest.
  • Ability to collaborate effectively and build and nurture strong relationships.
  • Passion, commitment, and drive to deliver experiences that improve clients' financial lives.
  • Confidence identifying needs-based solutions for new and existing clients.
  • Strong written and verbal communication skills.
  • Ability to communicate effectively and 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 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 employment 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, potentially at any financial center within a reasonable distance.
  • High school diploma, GED, secondary school qualification, 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 previous experience using laptop technology.

Responsibilities

  • Partner with teams to provide financial center clients with consumer and small business solutions, services, and strategies by uncovering banking needs and helping clients navigate their 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 while meeting regulatory requirements.
  • Proactively connect with clients through outbound calls and conduct consistent follow-up routines.

Benefits

  • Industry-leading benefits
  • Paid time off
  • Resources and support for employees
  • Formulaic incentive plan eligibility based on performance against defined metrics
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