Senior Private Banker

Senior Private Banker

Position Available at Bank of America:

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 Description:

This position is accountable for being the foremost contact for clients at financial centers, aiding in discovering the personal banking requirements of both individual and small business clients, suggesting suitable solutions, and linking clients to experts. Essential functions involve deepening client relationships through platform services, assisting clients with self-service activities or transactions, and delivering exceptional client support. Job requirements include actively engaging with clients via outbound calls and conducting regular follow-up procedures.

Critical Functions:

• Working alongside teams to deliver financial center customers with consumer and small business solutions, services, and strategies for identifying their personal banking needs and guiding them through their specific life priorities
• Guiding, teaching, and coaching clients in the use of self-service technologies for straightforward transactions
• Maximizes the use of available resources, technologies, and systems to enhance customer interactions and maintain operational excellence while ensuring accuracy
• Complies with approved methodologies, statutes, and criteria during the execution of everyday tasks such as commencing accounts, managing account details, and using Digital Assisted Shopping
• Directs client interactions by determining the most appropriate steps to be taken for the benefit of both the financial organization and its clients, in accordance with regulatory mandates

Required Qualifications:

• Needs to have documented sales experience for a year within a client-oriented and relationship-focused atmosphere. In the absence of this prerequisite, must have occupied the position 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 no less than six months.
• Exhibits a high level of enthusiasm, self-motivation, and initiative in pursuing goals effectively and ensuring client needs are met optimally.
• Effectively cooperates to complete tasks, establishing and nurturing strong connections.
• Shows a deep-seated commitment and enthusiasm in delivering services that enhance the financial situations of our clients.
• Demonstrates assurance in pinpointing solutions to aid both new and ongoing clients based on their individual requirements.
• Shows adeptness in communicating clearly through both written and verbal means.
• Comfortably engages with all clients, whether in physical meetings or through telephone conversations, showcasing strong communication abilities.
• Demonstrates the skill to absorb and acclimate to novel information, tech tools, manage unclear situations, and respond to shifting circumstances.
• Applies sharp critical thinking and problems solving expertise in meeting client demands.
• Demonstrates adeptness at efficiently managing time and organizing, prioritizing, and carrying out several tasks concurrently.
• It is essential to either hold a notary commission or have the capacity to obtain one within a specified period after starting the position, the exact duration subject to differences in state statutes and regulations.
• Ability to be versatile in working weekends and/or longer periods if needed.

Desired Qualifications:

• An educational background in business, finance, or a similar field from an Associate's or Bachelor's program is required.
• History of excelling in a financial environment by consistently meeting or exceeding set objectives.
• Familiarity with operating in a sales or retail position that features a salary augmented by performance-driven rewards.
• Work background in an environment emphasizing the attainment of individual and team goals surpassing expectations.
• Skillfulness in utilizing financial data, spreadsheets, and financial competencies.
• Awareness of the various banking products and services on offer to customers.
• Possesses strong computer competencies, particularly in Microsoft applications, and has a background in utilizing laptop technology

Skills:

• Active Listening
• Business Acumen
• Centering on customers and clients means understanding and addressing their concerns effectively
• 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:

Attainment of a high school diploma, GED credential, or its equivalent is mandatory

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