Senior Banker
2 weeks ago
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. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us
Job Responsibilities:
- Serve as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients.
- Offer appropriate solutions and connect clients to specialists.
- Deepen client relationships through platform services and support clients with self-service or transactional activities.
- Provide exceptional client care.
- Proactively connect with clients through outbound calls and conduct consistent follow-up routines.
Required Qualifications:
- 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 intense 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 our clients' financial lives.
- Confident in identifying solutions for helping new and existing clients based on their needs.
- Strong written and verbal communication skills.
- Ability to learn and adapt to new information, 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 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).
- Can be flexible to work weekends and/or extended hours as needed.
- Bilingual Spanish required.
Desired Qualifications:
- 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 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
Shift:
1st shift (United States of America)
Hours Per Week:
40
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