Senior Banker - Tyler Street Financial Center - English and Spanish Language Required

Bank of America•Hollywood, FL

9d•Onsite

About The Position

At Bank of America, the Senior Banker serves 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. It deepens client relationships through platform services, supports self-service and transactional activities, and provides exceptional client care. The role also requires proactive client outreach 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 use self-service technologies; and uses available resources, technologies, and processes to optimize the client experience and operational accuracy. It follows established processes, laws, and guidelines for activities such as opening accounts, account maintenance, and Digital Assisted Shopping, while managing interactions in clients’ and the bank’s best interests and adhering to regulatory requirements. English and Spanish are required. The position is based in an in-office financial center environment and may require work at another financial center within a reasonable distance.

Requirements

At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
English and Spanish language proficiency.
Commissioned notary status, or ability to successfully obtain a notary commission in the state of employment within a few months of starting; the exact timeframe varies by location.
Ability to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.
Strong written and verbal communication skills, with confidence engaging clients in person and by phone.
Ability to learn and adapt to new information and technology platforms, handle ambiguity, and adjust to changing circumstances.
Strong critical-thinking and problem-solving skills.
Effective time management, organization, prioritization, and ability to perform multiple tasks simultaneously.
Enthusiasm, motivation, strong work ethic, and a results-focused approach that acts in the client’s best interest.
Ability to collaborate effectively, build and nurture relationships, and identify solutions for new and existing clients based on their needs.
Passion, commitment, and drive to improve clients’ financial lives.

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

Uncover personal banking needs of individual and small business clients and help them navigate their priorities by providing solutions, services, and strategies in partnership with teams.
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 opening accounts, performing account maintenance, and conducting Digital Assisted Shopping.
Manage client interactions by choosing an appropriate 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.