Senior Banker - Strafford Financial Center

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 contributions to shared success. We value diverse perspectives from all backgrounds and career paths, fostering resilience, leadership, and innovation.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development with clear in-office 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 client relationships, support self-service and transactional activities, and provide exceptional client care. The role includes proactively connecting with clients 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, 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 abiding by all regulatory requirements.

Requirements

• Minimum of one year of 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.
• Ability to collaborate effectively, build, and nurture strong relationships.
• 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 all 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 the state of employment 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 location within a reasonable distance.

Qualifications

• High School Diploma, GED, or equivalent (minimum education requirement).
• 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 working in an environment 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 previous experience utilizing 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