Senior Banker

Responsibilities

• Serve as the first point of contact for financial center clients, uncovering personal banking needs of individuals and small‑business clients.
• Offer appropriate solutions and connect clients to specialists.
• Deepen client relationships through platform services, supporting self‑service or transactional activities.
• Provide exceptional client care, proactively connecting with clients through outbound calls and conducting consistent follow‑up routines.
• Assist, educate, and train clients on conducting simple transactions through self‑service technologies.
• Leverage available 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 abiding by all regulatory requirements.

• Minimum of one year of demonstrated sales experience in a relationship‑oriented, client‑centric environment.
• Or, one of the following:
  Relationship Manager, Advisor Development Program RM, Credit Solutions Advisor I, or Relationship Manager Business Owner Specialist at Bank of America for at least six months.
• Enthusiastic, highly motivated self‑starter with strong work ethic and focus on client results.
• Excellent communication skills, both written and verbal, comfortable with in‑person and phone interactions.
• Strong critical‑thinking and problem‑solving skills; ability to adapt to new information and changing circumstances.
• Effective time‑management skills, able to prioritize and perform multiple tasks simultaneously.
• Notary commission either held or obtainable in the state of employment within a few months of start date.
• Willingness to work weekends and/or extended hours; ability to travel to any financial‑center location within a reasonable distance.

• Associate’s or Bachelor’s Degree in business, finance, or 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 managing individual or team goals with consistent success.
• Knowledge of banking products and services; strong computer skills (Microsoft applications, laptop technology).
• Experience with financial information, spreadsheets, and financial skills.

High School Diploma / GED / Secondary School or equivalent.

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

Hourly rate: $25.00 – $31.37, based on experience, education, and skill set. Eligible for a formulaic incentive plan with monthly, quarterly, and/or annual opportunities.

Eligible for industry‑leading benefits, including paid time off and other resources to support employees’ physical, emotional, and financial well‑being.