About The Position

The Senior Banker serves as the first point of contact for financial center clients, uncovering personal banking needs of individual and small business clients, offering appropriate solutions, and connecting clients to specialists. The role deepens client relationships through platform services, supports clients with self-service and transactional activities, and provides exceptional client care. It also includes proactive outbound client calls and consistent follow-up routines. The role is based at the Brickell Financial Center and requires English and Spanish language skills. Bank of America describes an in-office culture focused on collaboration, engagement, and career development, with flexibility appropriate to role responsibilities and business needs. The position is a 40-hour-per-week, first-shift role and requires availability for weekends and/or extended hours; the employee may be scheduled 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 skills.
  • Enthusiastic, highly motivated self-starter with a strong work ethic, results focus, and commitment to acting in clients’ best 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, with confidence engaging 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; exact timing varies by location due to state laws.
  • Must be able to work weekends and/or extended hours, potentially 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 previous experience using laptop technology.

Responsibilities

  • Partner with teams to provide consumer and small business solutions, services, and strategies while uncovering personal banking needs and helping clients navigate 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 in day-to-day activities, including account opening, account maintenance, and Digital Assisted Shopping.
  • Manage client interactions by taking the best course of action for the bank and its clients while abiding by regulatory requirements.
  • Proactively connect with clients through outbound calls and conduct consistent follow-up routines.
  • Support clients with platform services, self-service, and transactional activities, and connect them to specialists as appropriate.
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