Senior Banker - Sawgrass Financial Center - English and Spanish Language Required

Bank of America•Plantation, FL

22h•Onsite

About The Position

At Bank of America, the Senior Banker helps make financial lives better through client connections and responsible growth. The role is the first point of contact for financial center clients and helps identify the personal banking needs of individual and small business clients, offer appropriate solutions, and connect clients with specialists. The Senior Banker deepens client relationships through platform services, supports self-service and transactional activities, and provides exceptional client care. The position also involves proactively contacting clients through outbound calls and carrying out consistent follow-up routines. The Senior Banker partners with teams to provide consumer and small business solutions, services, and strategies, helping clients navigate their financial priorities. The role educates clients on self-service technologies and uses available resources, technology, and processes to deliver an accurate and efficient client experience. It requires adherence to applicable processes, laws, and guidelines for activities such as account opening, account maintenance, and Digital Assisted Shopping, while ensuring client interactions meet regulatory requirements. This is an in-office financial center role. The employee must be able to work weekends and/or extended hours and may be scheduled at a financial center within a reasonable distance. English and Spanish proficiency is required.

Requirements

At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
English and Spanish language skills.
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 and state law.
Ability to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.
Strong written and verbal communication skills and confidence engaging clients in person and by phone.
Ability to identify solutions for new and existing clients based on their needs.
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 perform multiple tasks simultaneously.
Minimum education: High school diploma, GED, secondary school, 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 prior experience using laptop technology.
Enthusiasm, self-motivation, a strong work ethic, and a results-focused approach that prioritizes client interests.
Ability to collaborate effectively and build and nurture strong relationships.
Passion, commitment, and drive to improve clients' financial lives.

Responsibilities

Partner with teams to provide financial center clients with consumer and small business solutions, services, and strategies based on their personal banking needs and 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 day-to-day activities such as 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 complying with regulatory requirements.
Deepen client relationships through platform services, support with self-service or transactional activities, and exceptional client care.
Proactively connect with clients through outbound calls and conduct consistent follow-up routines.