Job summary
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.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, by offering appropriate financial solutions and services as well as connecting them to specialists.The Senior Banker will focus the majority of their time working with financial center teammates to deepen client relationships through platform services and supporting clients with self-service and transactional activities where needed.
Job seniority: mid-to-senior level
Responsibilities
• Establishes relationships with individual and small business clients• Develops partnership routines to meet client needs and engages in conversation to create awareness with clients on all their financial needs• Collaborates with partners in order to meet clients' financial needs• Manages schedule to meet client demands• Executes the bank's risk culture and strives for operational excellence
Requirements
• 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.
Key Skills Needed
• Active Listening• Business Acumen• Client and Customer Focus• Oral Communications• Problem Solving• Account Management• Client Experience Branding• Client Solution Advisory• Business Development• Pipeline Management• Prospecting• Referral Identification• Referral Management
