Senior Banker - San Luis Rey Valley Financial Center

Bank of America • Oceanside, CA

4d • $26 - $32 • Onsite

About The Position

At Bank of America, the Senior Banker serves as the first point of contact for financial center clients. The role helps uncover personal banking needs for individual and small business clients, offers appropriate solutions, and connects clients with specialists. The Senior Banker deepens client relationships through platform services, supports clients with self-service and transactional activities, and provides exceptional client care. The position also involves proactively contacting clients through outbound calls and completing consistent follow-up routines.

The role partners with teams to provide consumer and small business solutions, services, and strategies; educates clients on self-service technologies; and uses available resources, technologies, and processes to provide an accurate, operationally excellent client experience. The Senior Banker must follow established processes, laws, and guidelines for activities including account opening, account maintenance, and Digital Assisted Shopping, and must handle client interactions in the best interests of clients and the bank while meeting regulatory requirements.

This is an in-office financial center position located at 3756 Mission Ave, Oceanside, California. The role is scheduled for 40 hours per week on first shift and may require weekend or extended hours, as well as assignment to another financial center within a reasonable distance. The position is eligible for a formulaic incentive plan and benefits. The listed hourly pay range is $25.97–$31.75, with offers determined by experience, education, and skill set.

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, acting in the best interest of the client.
• Ability to collaborate effectively and build and nurture strong relationships.
• Passion, commitment, and drive to deliver experiences that improve clients’ financial lives.
• Confidence identifying solutions for new and existing clients based on their needs.
• Strong written and verbal communication skills; ability to communicate effectively and 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 to meet client needs.
• 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; exact timing varies by location due to state laws.
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.
• Minimum education: 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 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.
• Skills in 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.

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 the client experience and deliver operational excellence and accuracy.
• Follow established processes, laws, and guidelines for day-to-day activities, including 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.
• Deepen client relationships through platform services, support clients with self-service or transactional activities, and connect clients to specialists.

Benefits

• Benefits-eligible role; benefits include access to paid time off and employee resources and support.
• Eligible to participate in a formulaic incentive plan with potential monthly, quarterly, and/or annual incentive opportunities based on performance against defined metrics.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED