Senior Banker

Bank of America•Arlington, TX

4d•Onsite

About The Position

The Senior Banker serves as the first point of contact for financial center clients, uncovering 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 self-service and transactional activities, and delivers exceptional client care. It also involves proactively connecting 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 their financial priorities; and educates clients on self-service technologies. Senior Bankers use available resources, technologies, and processes to optimize the client experience and maintain operational accuracy. They follow established procedures, laws, and guidelines for account opening, account maintenance, and Digital Assisted Shopping, and manage interactions in the best interests of clients and the bank while meeting regulatory requirements. Bank of America describes an in-office culture intended to support collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs. This role is a first-shift position, 40 hours per week, and requires availability for weekends and/or extended hours. The employee may be scheduled at any financial center within a reasonable distance.

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 client interests.
Ability to collaborate effectively and build and nurture strong relationships.
Passion, commitment, and drive to improve clients’ financial lives.
Confidence identifying needs-based solutions for new and existing clients.
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 ability to 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 the role’s start date; the exact timeframe varies by location and state law.
Must be able to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.
High school diploma, GED, secondary school qualification, 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.

Responsibilities

Partner with teams to provide consumer and small business solutions, services, and strategies based on clients’ personal banking needs and priorities.
Assist, educate, and train clients on conducting simple transactions through self-service technologies.
Use available resources, technologies, and processes to optimize client experience and operational accuracy.
Follow established processes, laws, and guidelines for 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 its clients and complying with regulatory requirements.
Proactively connect with clients through outbound calls and conduct consistent follow-up routines.
Support clients with platform services, self-service activities, and transactions, and connect them to specialists as appropriate.