Senior Banker
Company: Bank of America
Location: Washington
Posted on: March 4, 2025
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.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 DescriptionThis 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.Required Qualifications
- Has a 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.
- 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 (exact timeframe varies by location due to differing state
laws).
- Can be flexible to work weekends and/or extended hours as
needed.Desired Qualifications
- 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.Minimum Education
RequirementHigh School Diploma / GED / Secondary School or
equivalent.Bank of America is committed to ensuring that our online
application process provides an equal employment opportunity to all
job seekers, including individuals with disabilities. If you
believe you need a reasonable accommodation in order to search for
a job opening or to submit an application, please contact us by
calling 1.877.760.2076.
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Keywords: Bank of America, Washington DC , Senior Banker, Accounting, Auditing , Washington, DC
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