Senior Banker
Senior Banker
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
We strive to be a great place to work for our teammates around the world. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
Job Description:
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.
Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.
Responsibilities:
Partner with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique 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 performing 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 and abiding by all regulatory requirements.
Required Qualifications:
A minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
An enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
Collaborate effectively to get things done, building and nurturing strong relationships.
Display passion, commitment, and drive to deliver an experience that improves our clients' financial lives.
Be confident in identifying solutions for helping new and existing clients based on their needs.
Have strong written and verbal communications skills.
Be able to communicate effectively and confidently, and be comfortable engaging all clients (in-person and by phone).
Have the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances.
Apply strong critical thinking and problem-solving skills to meet clients' needs.
Demonstrate effective time management skills and the ability to organize, prioritize, and perform multiple tasks simultaneously.
Be a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws).
Be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
An Associates Degree or Bachelors 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 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.
Skills:
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
Apply Now
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
We strive to be a great place to work for our teammates around the world. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
Job Description:
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.
Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.
Responsibilities:
Partner with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique 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 performing 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 and abiding by all regulatory requirements.
Required Qualifications:
A minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
An enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
Collaborate effectively to get things done, building and nurturing strong relationships.
Display passion, commitment, and drive to deliver an experience that improves our clients' financial lives.
Be confident in identifying solutions for helping new and existing clients based on their needs.
Have strong written and verbal communications skills.
Be able to communicate effectively and confidently, and be comfortable engaging all clients (in-person and by phone).
Have the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances.
Apply strong critical thinking and problem-solving skills to meet clients' needs.
Demonstrate effective time management skills and the ability to organize, prioritize, and perform multiple tasks simultaneously.
Be a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws).
Be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
An Associates Degree or Bachelors 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 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.
Skills:
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
Apply Now