Senior Banker - Lakewood Financial Center

Overview

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Join us to build a successful career with opportunities to learn, grow, and make an impact.

• This position is open for the entire market; the specific Financial Center location will be based on business needs. If offered a position, you will train at one financial center and then potentially move to another location within a reasonable commuting distance of your home, as permitted by applicable law.
• This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists.
• Deepen client relationships through platform services, support clients with self-service or transactional activities, and provide exceptional client care.
• Proactively connect with clients through outbound calls and conduct consistent follow-up routines.

• Partner with teams to provide financial center clients with consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their life priorities.
• Assist, educate, and train clients on conducting simple transactions through self-service technologies.
• Leverage available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
• Adhere to established processes, laws, and guidelines in day-to-day activities such as 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 all regulatory requirements.

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• In lieu of one year of sales experience, previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for at least six months.
• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done and nurtures strong relationships.
• Passion, commitment and drive to deliver an experience that improves clients' financial lives.
• Confident in identifying solutions for helping new and existing clients based on their needs.
• Strong written and verbal communications skills; comfortable engaging all 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 clients' needs.
• Effective time management with the ability to organize, prioritize and perform multiple tasks simultaneously.
• Is a commissioned notary or can obtain a notary commission in the state of work within a few months of start date (timing varies by location).
• Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance.

• Associate's Degree or Bachelor's Degree in business, finance or 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 environments with individual and/or team goals where goals 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 utilizing laptop technology.

• 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
• Referral Management

Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent

This job will be open and accepting applications for a minimum of seven days from the date it was posted.

Shift: 1st shift (United States of America)

Hours Per Week: 40