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

Bank of America•Jacksonville, FL

6d•Onsite

About The Position

The Senior Banker 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 to specialists. The role deepens client relationships through platform services, supports self-service and transactional activities, and provides exceptional client care. It also includes proactively contacting clients through outbound calls and conducting consistent follow-up routines. The position partners with teams to deliver consumer and small business solutions, services, and strategies; helps clients navigate life priorities; educates clients on self-service technologies; and uses available resources, technologies, and processes to optimize the client experience and operational accuracy. The Senior Banker follows established processes, laws, and guidelines for activities such as account opening, account maintenance, and Digital Assisted Shopping, and manages interactions in the best interests of clients and the bank while meeting regulatory requirements. Bilingual English and Spanish communication is required. The role is in-office and requires a first shift schedule of 40 hours per week, with weekend and/or extended-hours availability and possible scheduling at nearby financial centers.

Requirements

At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
Bilingual in English and Spanish.
High school diploma, GED, secondary school, or equivalent.
Enthusiastic, highly motivated self-starter with a strong work ethic, results focus, and commitment to acting in the client’s best interest.
Ability to collaborate effectively and build and nurture strong relationships.
Passion, commitment, and drive to improve clients’ financial lives.
Confidence identifying needs-based solutions for new and existing clients.
Strong written and verbal communication skills; ability to engage confidently and effectively with 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.
Must be a commissioned notary or successfully obtain a notary commission in the state of work within a few months of starting; the exact timeframe varies by location and state law.
Must be able to work weekends and/or extended hours, which may include scheduling at any financial center 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 prior experience using laptop technology.

Responsibilities

Partner with teams to provide consumer and small business solutions, services, and strategies after identifying clients’ personal banking needs and 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 opening accounts, maintaining accounts, and conducting Digital Assisted Shopping.
Manage client interactions by choosing 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 self-service or transactional activities, and connect clients to specialists.