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Senior Banker - 1502 Kings Highway Financial Center
Bank of America
posted about 2 months ago
About the position
The position at Bank of America serves as the first point of contact for financial center clients, focusing on uncovering personal banking needs for both individual and small business clients. The role emphasizes building client relationships, providing exceptional client care, and connecting clients to appropriate specialists. The job requires proactive engagement with clients through outbound calls and consistent follow-up routines, ensuring a high level of service and operational excellence.
Responsibilities
- Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs.
- 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.
Requirements
- Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
- Is an 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.
- Is confident in identifying solutions for helping new and existing clients based on their needs.
- Has strong written and verbal communications skills.
- Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone).
- Has the 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.
Nice-to-haves
- An 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.
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support for employees
- Incentive eligibility based on performance against defined metrics
