Senior Banker - Parkland Financial Center - Spanish Required

Bank of America•Coconut Creek, FL

1d•Onsite

About The Position

The Senior Banker serves as the first point of contact for financial center clients, uncovers the personal banking needs of individual and small business clients, offers appropriate solutions, and connects clients with specialists. The role deepens client relationships through platform services, supports clients with self-service and transactional activities, and provides exceptional client care. It also includes proactive outbound client calls and consistent follow-up routines. The position requires Spanish language skills and is based in a financial center, with in-office expectations. The banker may be scheduled at any financial center location within a reasonable distance.

Requirements

Minimum of one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
Spanish language required.
High school diploma, GED, secondary school, or equivalent.
Enthusiastic, highly motivated self-starter with a strong work ethic, results focus, and commitment to acting in clients' best interests.
Ability to collaborate effectively, get things done, 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 engage clients confidently 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 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 due to state laws.
Must be able to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.

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.

Responsibilities

Partner with teams to provide consumer and small business solutions, services, and strategies to financial center clients, uncovering their 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.
Support clients with platform services and self-service or transactional activities, and connect them with specialists as appropriate.