Sr Banker - Houston North - Conroe

Bank of America•Conroe, TX

1d•Onsite

About The Position

At Bank of America, the Sr Banker serves as the first point of contact for financial center clients. The role uncovers personal banking needs for individual and small business clients, offers appropriate solutions, and connects clients with specialists. The Sr Banker deepens client relationships through platform services, helps clients with self-service and transactional activities, and provides exceptional client care. The role also involves proactively connecting with clients through outbound calls and conducting consistent follow-up routines. The position is open across the entire market, and the specific Financial Center location will be determined by business needs. The employee will train at one financial center and may then move to another location within a reasonable commuting distance of home, to the extent permitted by applicable law.

Requirements

At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment; alternatively, at least six months previously serving at Bank of America as a Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS).
Enthusiastic, highly motivated self-starter with a strong work ethic, an intense focus on results, and a commitment to acting in the client’s best interest.
Ability to collaborate effectively, get things done, 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 confidently and effectively 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.
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; the exact timeframe varies by location and state law.
Flexibility to work weekends and/or extended hours as needed.

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 MS applications, and previous experience using laptop technology.

Responsibilities

Partner with teams to provide financial center clients with consumer and small business solutions, services, and strategies, uncovering personal banking needs and helping clients navigate their life priorities.
Assist, educate, and train clients on completing 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 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 while abiding by regulatory requirements.
Proactively connect with clients through outbound calls and conduct consistent follow-up routines.