Senior Banker - Four Seasons Financial Center

Bank of America•Greensboro, NC

25d•Onsite

About The Position

At Bank of America, Senior Bankers help make financial lives better through client connections and Responsible Growth. The role serves as the first point of contact for financial center clients, uncovering the personal banking needs of individual and small business clients, offering appropriate solutions, and connecting clients with specialists. Senior Bankers deepen relationships through platform services, support self-service and transactional activities, and provide exceptional client care. The position also involves proactively connecting with clients through outbound calls and consistent follow-up routines. Bank of America emphasizes an inclusive, collaborative in-office culture, teammate development, and support for physical, emotional, and financial wellness through benefits.

Requirements

High school diploma, GED, secondary school credential, or equivalent.
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 communicate confidently and engage clients in person and by phone.
Ability to learn and adapt to new information and technology platforms, handle ambiguity, and respond to changing circumstances.
Strong critical-thinking and problem-solving skills to meet client needs.
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 employment within a few months of the role's start date; exact timeframe varies by location and state law.
Must be able to work weekends and/or extended hours, including possible scheduling at any financial center location within a reasonable distance.

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 to financial center clients, uncovering banking needs and helping clients navigate life priorities.
Assist, educate, and train clients on conducting simple transactions through self-service technologies.
Use available resources, technologies, and processes to optimize client experience and deliver operational excellence and accuracy.
Follow established processes, laws, and guidelines in day-to-day 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 complying with regulatory requirements.
Proactively connect with clients through outbound calls and conduct consistent follow-up routines.
Connect clients to specialists when appropriate.