Senior Banker

Senior Banker

Shoreline, Washington

To proceed with your application, you must be at least 18 years of age.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. We’re devoted to being a diverse and inclusive workplace for everyone and we invest heavily in our teammates and their families by offering competitive benefits to support their well‑being.

This role serves as the first point of contact for financial center clients, helping uncover personal banking needs of individuals and small business clients, offering appropriate solutions, and connecting clients to specialists. Responsibilities include deepening client relationships through platform services, supporting clients with self‑service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow‑up routines.

• Partner with teams to provide financial center clients with consumer and small business solutions and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities.
• 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 performing 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, abiding by all regulatory requirements.

• Minimum one year of demonstrated sales experience in a relationship‑oriented and client‑centric environment. In lieu of this requirement, prior experience as Relationship Manager, Advisor Development Program RM, Credit Solutions Advisor, or Relationship Manager Business Owner Specialist at Bank of America for at least 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.
• Passionate, committed, and driven 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.
• Comfortable engaging all clients (in‑person and by phone) and communicating effectively and confidently.
• Ability to learn and adapt to new information, technology platforms, handle ambiguity, and adapt to changing circumstances.
• Strong critical thinking and problem‑solving skills to meet client needs.
• Effective time management skills and ability to organize, prioritize, and perform multiple tasks simultaneously.
• Commissioned notary or ability to obtain a notary commission within a few months of start date in role.
• Flexibility to work weekends and/or extended hours as needed.

• 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 and/or sales experience in a salary plus incentive environment.
• Experience working in an environment with individual and/or team goals 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.

• 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

• High…