Senior Banker

Bank of America • Santa Barbara, CA

12d • 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 relationships through platform services, support clients with self-service and transactional activities, and provide exceptional client care. They proactively connect with clients through outbound calls and consistent follow-up routines.

The position partners with teams to provide consumer and small business solutions, services, and strategies; helps clients navigate life priorities; and assists and educates clients in using self-service technologies. It also uses available resources, technologies, and processes to deliver an accurate, effective client experience while adhering to applicable processes, laws, guidelines, and regulatory requirements. This is an in-office financial center role, with some flexibility according to role responsibilities and business needs. The listed schedule is first shift, 40 hours per week, and may include weekends or extended hours. The role is eligible for formulaic incentives and benefits.

Requirements

• Minimum of 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 focus on results and client interests.
• Ability to collaborate effectively 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 communicate 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, organization, prioritization, and multitasking skills.
• Must be a commissioned notary or successfully obtain a notary commission in the state of work within a few months of the role’s start date; the exact timeframe varies by location and state law.
• High School Diploma, GED, secondary school education, or equivalent.
• Must be able to work weekends and/or extended hours, including possible scheduling at any financial center 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 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

• Serve as the first point of contact for financial center clients and uncover individual and small business banking needs.
• Offer appropriate consumer and small business solutions, services, and strategies, and connect clients to specialists.
• Deepen client relationships through platform services and provide exceptional client care.
• Proactively contact clients through outbound calls and conduct consistent follow-up routines.
• Assist, educate, and train clients on completing simple transactions through self-service technologies.
• Use available resources, technologies, and processes to optimize client experience and operational accuracy.
• Follow established processes, laws, guidelines, and regulatory requirements when opening accounts, maintaining accounts, and conducting Digital Assisted Shopping.
• Manage client interactions by choosing an appropriate course of action for the bank and its clients.
• Work weekends and/or extended hours as required, potentially at any financial center location within a reasonable distance.

Benefits

• Industry-leading benefits; this role is currently benefits eligible.
• Access to paid time off, resources, and support.
• Formulaic incentive plan eligibility, with opportunities that may be monthly, quarterly, and/or annual and based on performance against defined metrics.
• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED