#JR-24045800
organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for serving 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. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.
Responsibilities:
Partners with teams to provide financial center clients with both 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
Desired Qualifications:
*Bilingual - Spanish HIGHLY DESIRED
• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor's degree or business relevant associate degree such as business management, business administration, or finance.
Skills:
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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Learn more about this role
Transcript
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[Music in background throughout]
At Bank of America, I get to make a difference every day.
[Senior Banker interacting with employees and clients in the financial center.]
On screen copy:
Senior Banker
As a Senior Banker, my job is to develop lasting relationships with the clients I serve.
I am there for clients when it matters most, helping them navigate complex financial decisions.
On screen copy:
Provide guidance and solutions that help clients at every stage of life
I work with clients to learn all about their financial priorities and goals, so I can provide guidance and solutions that will work for every stage of their life.
Some days are more challenging than others, so I have to be efficient and use the expertise of my teammates. Meeting my individual and team performance goals are important and I earn a base pay, plus incentives for meeting my goals.
On screen copy:
Earn a base pay plus incentives for meeting goals
[Senior Banker leading a team meeting.]
I manage a portfolio of clients and because building lasting relationships requires planning and coordination, sometimes I have to reach out on my own to them to fully understand their priorities and help them reach their financial goals.
On screen copy:
Helping clients with new digital banking solutions
A big part of my job is helping my clients adapt to new digital solutions, such as helping them learn how to use our Mobile Banking app.
[Senior Banker showing a client how to use the Mobile Banking app on a tablet.]
Between helping clients adopt new technologies, attending team meetings and building lasting relationships, I stay pretty busy and sometimes I work weekends and/or extended hours.
[Bank employees speaking with and listening to clients throughout the financial center.]
On screen copy:
Access to world-class team of financial specialists
It really helps to have access to a world-class team of specialists.
My job definitely requires me to think on my feet. But it's also a job that plants my feet firmly on the path to success.
Because once you get the hang of things, there's tremendous opportunity for growth here.
On screen copy:
One-on-one career coaching with your managers
You get one-on-one career coaching with managers who are truly invested in your success.
On screen copy:
Trained by the award-winning Academy at Bank of America
I am always learning. From my first day to today, the award-winning Academy at Bank of America has equipped me with all the knowledge, skills and resources I need to be successful.
[Senior Banker speaking with an instructor online in a virtual classroom.]
On screen copy:
The Academy at Bank of America
Personalized Coaching
Hands-On Practice
The personalized coaching and hands on practice really helped me learn fast.
On screen copy:
Competitive Benefits
Paid Time Off
Tuition Reimbursement
401(k)
Health, Dental & Vision
Career Planning
Child Care Reimbursement for Income-Eligible Employees
I get to take advantage of a wide range of competitive benefits such as child care reimbursement and tuition reimbursement and I feel fortunate to work for a company that values every employee for our differences.
I know Bank of America is invested in helping me reach my full potential, so I can help my clients reach theirs.
We all have goals. Pursue yours at Bank of America.
On screen copy:
Bank of America ® logo
Learn more: bankofamerica.com/Careers
On screen disclosures:
Bank of America and its affiliates recruit and hire qualified candidates without regard to race, religion, color, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, protected veteran or disability, or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concepts of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. We also prohibit discrimination on other bases such as ancestry, medical condition, or marital status under applicable laws. Candidates must possess authorization to work in the United States, as it is not the practice of Bank of America to sponsor individuals for work visas.
Bank of America, N.A. Member FDIC. ©2023 Bank of America Corporation.
[End of transcript]
MAP-6094292 Exp-05/15/25