Senior Banker

Overview

Job Description:

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. Being a Great Place to Work is core to how we drive Responsible Growth, including our commitment to an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ wellness, recognizing performance, and making an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and appropriate flexibility for teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

• Serve as the first point of contact for financial center clients, helping 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 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, including opening accounts, account maintenance, and Digital Assisted Shopping.
• Manage client interactions by determining the best course of action for the bank and its clients while complying with 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, has 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 a minimum of 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, building and nurturing strong relationships.
• Displays 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; able to engage with 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.
• Applies strong critical thinking and problem-solving skills to meet clients’ needs.
• Demonstrates effective time management skills and the ability to organize, prioritize, and perform multiple tasks simultaneously.
• Is a commissioned notary or can obtain a notary commission within a few months of start date (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 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 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 prior experience using 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

Shift: 1st shift (United States of America)

Hours Per Week: 40