Senior Banker - Gurnee Financial Center

Job Description

This position 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. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. The role requires 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, services, 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 and abiding by all regulatory requirements.

• Minimum of one year demonstrated sales experience in a relationship‑oriented and client‑centric environment; alternatively, prior experience as a 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.
• Effective collaborator who builds and nurtures strong relationships.
• Passionate about improving clients’ financial lives.
• Confident 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, handle ambiguity, and adapt to changing circumstances.
• Strong critical thinking and problem‑solving skills to meet clients’ needs.
• Effective time management with the ability to organize, prioritize, and perform multiple tasks simultaneously.
• Commissioned notary or the ability to obtain a notary commission in the state within a few months of start date.
• Ready to work weekends and/or extended hours as needed.

• Associate’s 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 with financial information, spreadsheets, and financial skills.
• Knowledge of banking products and services.
• Strong computer skills, including Microsoft applications and prior experience using 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 School Diploma / GED / Secondary School or equivalent.

1st shift (United States of America)

40

$24.00 - $31.38 hourly, determined by experience, education, and skill set.

Eligible for benefits and a formulaic incentive plan. Access to paid time off and other industry‑leading benefits.