Senior Banker

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impacting the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development, with clear in-office expectations and appropriate flexibility based on role-specific responsibilities and business needs.

This role serves as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. The position deepens client relationships through platform services, supports clients with self-service or transactional activities, and provides exceptional client care.

• Partners with teams to provide financial center clients with consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities.
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies.
• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
• Adheres to established processes, laws, and guidelines in performing day-to-day activities such as opening accounts, account maintenance, and digital assisted shopping.
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements.
• Proactively connects with clients through outbound calls and conducts consistent follow-up routines to maintain relationships.

• Minimum of one year 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.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment, and drive to deliver an experience that improves clients' financial lives.
• Confident in identifying solutions for helping new and existing clients based on their needs.
• Strong written and verbal communication 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 the role (exact timeframe varies by location due to differing state laws).
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.

• Associate’s Degree or Bachelor’s Degree in business, finance or a related field.
• Experience working in a financial center where goals were met or exceeded.
• Retail and/or sales experience in a salary plus incentive environment.
• Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.
• Experience with financial information, spreadsheets, and financial skills.
• Knowledge of banking products and services.
• Strong computer skills including Microsoft applications and previous experience utilizing laptop technology.

Shift: 1st shift (United States of America). Hours per week: 40.

Our benefits include competitive compensation, flexible benefits, and wellness programs. We promote a culture of caring, inclusion, and respect, providing affordable benefits and competitive pay that support physical, emotional, and financial well-being.

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