Senior Banker - Four Seasons Financial Center

Bank of America•Greensboro, NC

27d•Onsite

About The Position

At Bank of America, Senior Bankers help make financial lives better by serving as the first point of contact for financial center clients. The role uncovers 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, support self-service and transactional activities, provide exceptional client care, and proactively contact clients through outbound calls and consistent follow-up routines. The position partners with teams to deliver consumer and small business solutions, services, and strategies; helps clients navigate their priorities; and educates them on self-service technologies. It also uses available resources, technology, and processes to provide a strong client experience and operational accuracy while complying with applicable processes, laws, regulations, and guidelines. The role is an in-office financial center position, with the possibility of being scheduled at another financial center within a reasonable distance. The schedule is first shift, 40 hours per week, and may include weekends or extended hours.

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 clients' best interests.
Ability to collaborate effectively and build and nurture strong relationships.
Passion, commitment, and drive to deliver experiences that improve clients' financial lives.
Confidence identifying solutions for new and existing clients based on their needs.
Strong written and verbal communication skills, including the ability to engage 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 ability to handle multiple tasks simultaneously.
Must be a commissioned notary or able to obtain a notary commission in the state of employment within a few months of starting; exact timing varies by location and state law.
Must be able to work weekends and/or extended hours, including possible scheduling at any financial center location within a reasonable distance.
High school diploma, GED, secondary school credential, or equivalent.
First-shift schedule of 40 hours per week.

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.
Skills in active listening, business acumen, customer and client focus, oral communications, problem solving, account management, client experience branding, client management, client solutions advisory, relationship building, business development, pipeline management, prospecting, referral identification, and referral management.

Responsibilities

Partner with teams to provide consumer and small business solutions, services, and strategies to financial center clients, 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 when performing activities such as opening accounts, account maintenance, and Digital Assisted Shopping.
Manage client interactions by taking the best course of action for the bank and clients and complying with regulatory requirements.
Proactively connect with clients through outbound calls and consistent follow-up routines.
Support clients with platform services and self-service or transactional activities, and connect them to specialists as appropriate.