Senior Banker - Regency Financial Center - Bilingual in English and Spanish Required

Bank of America•Jacksonville, FL

5d•Onsite

About The Position

At Bank of America, Senior Bankers serve as the first point of contact for financial center clients. They uncover the personal banking needs of individual and small business clients, offer appropriate solutions, and connect clients with specialists. The role focuses on deepening client relationships through platform services, supporting self-service and transactional activities, and providing exceptional client care. Senior Bankers are also expected to proactively connect with clients through outbound calls and consistent follow-up routines. Bank of America emphasizes Responsible Growth, an inclusive and caring workplace, and an in-office culture that supports collaboration, engagement, and career development. The position is based at the Regency Financial Center and requires English-Spanish bilingual communication. It is a 40-hour-per-week, first-shift role, with weekend and/or extended hours possible and scheduling at other financial centers within a reasonable distance.

Requirements

At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
Bilingual in English and Spanish.
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client's best interest.
Collaborates effectively, gets things done, and builds and nurtures strong relationships.
Demonstrates passion, commitment, and drive to improve clients' financial lives.
Confidently identifies solutions for new and existing clients based on their needs.
Strong written and verbal communication skills; communicates confidently and is comfortable engaging clients in person and by phone.
Able 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 the role's start date; the exact timeframe varies by location.
Must be able to work weekends and/or extended hours, which may include scheduling at any financial center location 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 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 prior experience using laptop technology.

Responsibilities

Partner with teams to provide consumer and small business solutions, services, and strategies to financial center clients, uncover their personal banking needs, and help them 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 when performing daily activities, including opening accounts, account maintenance, and Digital Assisted Shopping.
Manage client interactions by choosing 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.