Senior Banker - Midway - Minnesota East Market
Job Description:
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.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our 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 Responsibilities:
This role is responsible for working full-time within a financial center to uncover the personal banking needs of both individual and small business clients, either by phone or in person. The Senior Banker will focus on deepening client relationships through platform services and supporting clients with self-service and transactional activities where needed. They report to the Financial Center Managers to ensure adherence to operational compliance policies and procedures. The Senior Banker will not provide investment and liability management advice and solutions. They proactively connect with clients through outbound calls and execute consistent follow-up routines to meet their needs. Employees in this role must have the ability to effectively balance financial center performance, operational risk, and client relationship care. This is a 40-hour work week position.
Responsibilities:
- Partner daily with financial center teammates to deliver the full suite of advice to help every client navigate their unique life priorities.
- Engage with clients in the lobby to assist, educate, and train clients on how to conduct simple transactions through self-service technologies.
- Leverage available resources, technologies, and processes to optimize the client experience and serve our clients with operational excellence and accuracy.
- Follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
Required Skills:
- Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.
- Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
- Ability to collaborate effectively to build and nurture strong relationships.
- Passion, commitment, and drive to deliver an experience that improves our clients’ financial lives.
- Confidence in identifying solutions for helping new and existing clients based on their needs.
- Strong written and verbal communication skills.
- Ability to communicate effectively and confidently, 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.
- Effective time management skills and the ability to organize, prioritize, and perform multiple tasks simultaneously.
- Commissioned notary or ability to successfully obtain a notary commission in the state you work within four months of start date in role (six months for employees with a work location of NV, eight months for employees with a work location of CA, NY, or PA).
- Flexibility to work weekends and/or extended hours as needed.
Desired Skills:
- 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 MS applications and previous experience utilizing laptop technology.
Shift: 1st shift (United States of America)
Hours Per Week: 40
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