Senior Banker - Westwood Plaza Financial Center

Bank of America•Charleston, SC

13d•Onsite

About The Position

The Senior Banker serves as the first point of contact for financial center clients, identifying the personal banking needs of individual and small business clients, offering suitable solutions, and connecting clients with specialists. The role builds client relationships through platform services, supports self-service and transactional activities, and provides exceptional client care. It also involves proactive outbound client calls and consistent follow-up. The position partners with teams to provide consumer and small business solutions, services, and strategies. Senior Bankers help clients navigate life priorities, teach them to use self-service technologies, and use available resources and technology to support a strong client experience and operational accuracy. The role follows established procedures and regulatory requirements when opening and maintaining accounts, assisting with Digital Assisted Shopping, and managing client interactions. The role is based at the Westwood Plaza Financial Center. Bank of America describes an in-office culture, with role-specific flexibility based on responsibilities and business needs.

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 solutions for new and existing clients based on their needs.
Strong written and verbal communication skills; ability to 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.
Commissioned notary, or ability to successfully obtain a notary commission in the state of work within a few months of starting, with the exact timeframe varying by location and state law.
Must be able to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.
High school diploma, GED, secondary school credential, or equivalent.
Skills include active listening, business acumen, customer and client focus, oral communications, problem solving, account management, client experience branding, client management, client solutions advisory, relationship building, business development, pipeline management, prospecting, referral identification, and referral management.

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 life priorities.
Assist, educate, and train clients in conducting simple transactions through self-service technologies.
Use available resources, technologies, and processes to optimize client experience and operational excellence and accuracy.
Follow established processes, laws, and guidelines when performing activities such as opening accounts, account maintenance, and Digital Assisted Shopping.
Manage client interactions by choosing appropriate actions for the bank and clients while complying with regulatory requirements.
Proactively connect with clients through outbound calls and conduct consistent follow-up routines.
Support clients with self-service or transactional activities and connect them to specialists as appropriate.