Senior Banker - The Crossing

Bank of America•Saratoga Springs, NY

19d•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, and connects clients with specialists. Senior Bankers deepen client relationships through platform services, assist with self-service and transactional activities, and provide exceptional client care. They are expected to proactively connect with clients through outbound calls and consistent follow-up routines. The role is based in an in-office culture, with expectations shaped by role responsibilities and business needs.

Requirements

At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
Be an enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client's best interest.
Collaborate effectively, get things done, and build and nurture strong relationships.
Demonstrate passion, commitment, and drive to improve clients' financial lives.
Confidently identify solutions for new and existing clients based on their needs.
Have strong written and verbal communication skills and be comfortable engaging clients in person and by phone.
Learn and adapt to new information and technology platforms, handle ambiguity, and adapt to changing circumstances.
Apply strong critical-thinking and problem-solving skills to meet client needs.
Demonstrate effective time management and the ability to organize, prioritize, and perform multiple tasks simultaneously.
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; the exact timeframe varies by location.
Be able to work weekends and/or extended hours, and potentially be scheduled at any financial center location within a reasonable distance.
Have a 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 prior experience using laptop technology.

Responsibilities

Partner with teams to provide financial center clients with consumer and small business solutions, services, and strategies, uncovering personal banking needs and helping clients navigate their 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 while performing day-to-day activities such as opening accounts, account maintenance, and Digital Assisted Shopping.
Manage client interactions by choosing the best course of action for the bank and its clients while complying with regulatory requirements.
Proactively connect with clients through outbound calls and conduct consistent follow-up routines.