Senior Financial Services Representative

2 weeks ago


Loveland, Colorado, United States Bank of America Full time
Job Title: Senior Banker

At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Senior Banker, you will play a critical role in building and maintaining strong relationships with our clients, providing them with tailored financial solutions and exceptional customer service.

Key Responsibilities:
  • Deepen client relationships through platform services and support clients with self-service or transactional activities
  • Partner with teams to provide financial center clients with consumer and small business solutions, services, and strategies
  • Leverage available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
  • Manage client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements
Requirements:
  • Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
  • 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
  • Has strong written and verbal communications skills
  • Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone)
Preferred Qualifications:
  • Associates 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

Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive and respectful of all employees. If you are passionate about delivering exceptional client service and building strong relationships, we encourage you to apply for this exciting opportunity.



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