Senior Banker
Bank of America is guided by a common purpose to help make financial lives better through the power of every connection. The company drives Responsible Growth by delivering for clients, teammates, communities, and shareholders, fostering an inclusive workplace where every teammate can succeed, build a career, and contribute to shared success. Bank of America offers affordable, competitive, and flexible benefits that support physical, emotional, and financial wellness, and it maintains an in‑office culture that supports collaboration, engagement, and career development while providing role‑specific flexibility.
About the role
This position serves as the first point of contact for financial center clients, uncovering personal banking needs of individual and small‑business clients, offering appropriate solutions, and connecting clients to specialists. The role deepens client relationships through platform services, supports self‑service or transactional activities, and provides exceptional client care, including proactive outbound calls and consistent follow‑up.
Responsibilities
- Partner with teams to provide consumer and small‑business solutions, services, and strategies based on clients’ personal banking needs and life priorities.
- Assist, educate, and train clients on conducting simple transactions through self‑service technologies.
- Leverage 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 complying with all regulatory requirements.
Required Qualifications
- Minimum of one year demonstrated sales experience in a relationship‑oriented, 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.
- Effective collaboration skills and ability to build and nurture strong relationships.
- Passion, commitment, and drive to deliver experiences that improve clients' financial lives.
- Confidence in identifying solutions for new and existing clients based on their needs.
- Strong written and verbal communication skills; comfortable engaging clients in‑person and by phone.
- Ability to learn and adapt to new information, technology platforms, handle ambiguity, and adjust to changing circumstances.
- Strong critical‑thinking and problem‑solving skills.
- Effective time‑management, organization, prioritization, and multitasking abilities.
- Commissioned notary status or ability to obtain a notary commission in the state of employment within a few months of start date.
- Willingness to work weekends and/or extended hours, with scheduling at any reasonable‑distance financial center location.
Desired Qualifications
- Associate’s or Bachelor’s degree in business, finance, or a related field.
- Experience working in a financial center where goals were met or exceeded.
- Retail or sales experience in a salary‑plus‑incentive environment.
- Experience in environments with individual or team goals that were routinely met or exceeded.
- Familiarity with financial information, spreadsheets, and financial analysis.
- Knowledge of banking products and services.
- Strong computer skills, including Microsoft Office applications and 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.
Shift
1st shift (United States of America).
Hours Per Week
40 hours.