Senior Banker - Oak Creek

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders every day. Our inclusive workplace supports every teammate’s success, career growth, and well-being through affordable, competitive, and flexible benefits. We value diverse perspectives shaped by military service, community college, and varied life experiences, fostering resilience, leadership, and innovation. Our in-office culture emphasizes collaboration, engagement, and career development with clear expectations and role-specific flexibility.

About the role

This role serves as the first point of contact for financial center clients, helping uncover personal banking needs for both individual and small business clients. You will offer appropriate solutions, connect clients to specialists, deepen relationships through platform services, support self-service and transactional activities, and provide exceptional client care. The role includes proactive client outreach through outbound calls and consistent follow-up routines.

Responsibilities

• Partner with teams to provide financial center clients with consumer and small business solutions, services, and strategies based on their unique 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 for day-to-day activities, including opening accounts, account maintenance, and Digital Assisted Shopping.
• Manage client interactions by determining the best course of action for both the bank and clients while complying with all regulatory requirements.

Requirements

• Minimum of one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the best interest of the client.
• Ability to collaborate effectively, build and nurture strong relationships, and drive results.
• Passion, commitment, and drive to deliver an experience that improves 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, and changing circumstances.
• Strong critical thinking and problem-solving skills to meet clients' needs.
• Effective time management skills; ability to organize, prioritize, and perform multiple tasks simultaneously.
• Must be a commissioned notary or able to obtain a notary commission in your state within a few months of starting (timeframe varies by location).
• Must be able to work weekends and/or extended hours, including being scheduled at any financial center within a reasonable distance.

Qualifications

• High School Diploma, GED, or equivalent (required).
• Associate's Degree or Bachelor's Degree in business, finance, or a related field (desired).
• Experience working in a financial center where goals were met or exceeded (desired).
• Retail and/or sales experience in a salary plus incentive environment (desired).
• Experience with individual and/or team goals where goals were routinely met or exceeded (desired).
• Experience with financial information, spreadsheets, and financial skills (desired).
• Knowledge of banking products and services (desired).
• Strong computer skills, including Microsoft applications and experience with laptop technology (desired).

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

Schedule

• 1st shift (United States of America).
• 40 hours per week.