Senior Banker

• Serve as the first point of contact for financial center clients, helping to uncover personal banking needs
• Deepen client relationships through platform services
• Support clients with self-service or transactional activities
• Provide exceptional client care and proactively connect with clients through outbound calls and conducting consistent follow-up routines

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
• In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months
• 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
• Confident in identifying solutions for helping new and existing clients based on their needs
• Strong written and verbal communications skills
• Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)
• Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
• Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws)
• Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance

Demonstrates strong client relationship management skills, with a focus on delivering exceptional client care and identifying tailored solutions. Proficient in sales techniques and effective communication, with the ability to adapt to new technologies and manage multiple tasks efficiently.

• Client Relationship Management
• Sales Experience
• Strong Communication Skills
• Critical Thinking
• Time Management

• Enthusiastic
• Self-Starter
• Collaborative
• Problem-Solving
• Adaptability

• Notary Commission

• Client-Centric Environment
• Financial Services
• Outbound Calls
• Transactional Activities
• Follow-Up Routines