Senior Banker - North Miami Financial Center - English and Spanish Language Required

Bank of America•North Miami, FL

2d•Onsite

About The Position

At Bank of America, the Senior Banker serves as the 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, connects clients with specialists, deepens relationships through platform services, supports self-service and transactional activities, and provides exceptional client care. The Senior Banker is expected to proactively connect with clients through outbound calls and follow consistent follow-up routines. The position partners with teams to provide consumer and small business solutions, services, and strategies, helping clients navigate their priorities. It also involves educating clients on self-service technologies, using available resources and processes to deliver an accurate and effective client experience, and following applicable operational procedures, laws, and regulatory requirements.

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 client 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 effectively and confidently 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.
Effective time-management, organization, prioritization, and multitasking skills.
Must be a commissioned notary or successfully obtain a notary commission in the state of employment within a few months of starting, with exact timing varying by location.
Must be able to work weekends and/or extended hours, and may be scheduled at any financial center location within a reasonable distance.
English and Spanish language proficiency required.
High school diploma, GED, secondary school education, 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 toward 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 financial center clients with consumer and small business solutions, services, and strategies based on their banking needs and priorities.
Assist, educate, and train clients on 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 for day-to-day activities, including opening accounts, account maintenance, and Digital Assisted Shopping.
Manage client interactions by taking appropriate 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.