Senior Banker - Coweta Crossroads Financial Center

Bank of America•Newnan, GA

5d•Onsite

About The Position

The Senior Banker serves as the first point of contact for financial center clients, identifying personal banking needs for individual and small business clients, offering appropriate solutions, and connecting clients with specialists. The role deepens client relationships through platform services, supports clients with self-service and transactional activities, and delivers exceptional client care. It also involves proactively contacting clients through outbound calls and maintaining consistent follow-up routines. The position partners with teams to provide consumer and small business solutions, services, and strategies. Senior Bankers assist and educate clients in using self-service technologies, use available resources and processes to provide accurate and operationally excellent service, and follow established processes, laws, and guidelines for activities such as account opening, account maintenance, and Digital Assisted Shopping. They manage client interactions in the best interests of the bank and its clients while complying with 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 a results focus, acting in the client's best interest.
Ability to collaborate effectively and build and nurture strong relationships.
Passion, commitment, and drive to deliver an experience that improves 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 and 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.
Effective time-management skills and ability to organize, prioritize, and perform multiple tasks simultaneously.
Must 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 due to state laws.
Must be able to work weekends and/or extended hours, which may include scheduling at any financial center location within a reasonable distance.
Minimum education requirement: 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 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 based on their banking needs and life priorities.
Assist, educate, and train clients on completing 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 the best course of action for the bank and its clients and abiding by regulatory requirements.
Proactively connect with clients through outbound calls and conduct consistent follow-up routines.