Senior Retail Banker

About 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:Senior Retail Banker

The primary function of this position is to act as the initial contact person for clients at financial centers, assisting in identifying the personal banking needs of individual and small business clients, providing suitable solutions, and connecting clients with specialists. Key responsibilities include deepening client relationships through platform services, helping clients with self-service activities or transactions, and delivering exceptional client service. Job expectations involve proactively reaching out to clients through outbound calls and maintaining consistent follow-up procedures.

Responsibilities:

• Cooperating with teams to provide financial center clients with a spectrum of consumer and small business options, services, and plans for fulfilling their personal banking needs and supporting them in achieving their distinct life objectives
• Educating, supporting, and coaching customers on utilizing self-service technologies for basic transactional needs
• Enhances the client experience and ensures operational efficiency and accuracy by leveraging available resources, technologies, and processes
• Ensures compliance with established processes, legislation, and guidelines when undertaking day-to-day activities like account initiation, account management, and interactions with Digital Assisted Shopping
• Oversees customer interactions by choosing the best approach for the bank and its clients, in line with all regulatory requirements

Required Qualifications:

• Should have at least twelve months of established sales experience in a relationship-oriented and client-centric environment. Alternatively, should have served as a 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.
• Projects a passionate and highly motivated demeanor, underscored by a dedicated work ethic and a goal-oriented focus on delivering favorable outcomes for the client.
• Engages in effective collaboration to achieve results, building and maintaining solid relationships.
• Demonstrates a clear passion, dedication, and energy in enhancing the financial experiences of our clients.
• Exhibits assurance in identifying solutions for aiding new and current clients based on their specific requirements.
• Is skilled in articulating thoughts and ideas coherently through writing and speaking.
• Capable of engaging clients with assurance and proficiency, exhibiting comfort and confidence in communication efforts.
• Possesses the adeptness to learn and adjust to fresh data, technological platforms, navigate uncertainty, and adapt to changing situations.
• Uses powerful critical thinking and issue-solving skills to address client needs efficiently.
• Exemplifies the capability to effectively manage time, organize, prioritize, and handle numerous tasks simultaneously.
• The expectation is to either be a commissioned notary or to successfully apply for a notary commission within a few months of beginning the position, with the timeframe subject to variation due to differing state regulations.
• Prepared to work weekends and/or extended hours as the situation demands.

Desired Qualifications:

• Successful completion of a program in business, finance, or a similar field at the Associate's or Bachelor's degree level.
• Prior experience in a financial setting where goals were consistently met and exceeded.
• Previous experience in a compensation model that encompasses a base salary and performance-linked bonuses in a retail or sales context.
• Previous engagement in a work setting that prioritized the accomplishment of individual and collective goals with a track record of surpassing them.
• Expertise in managing financial information, spreadsheets, and financial proficiencies.
• Comprehension of the banking industry's products and services.
• Shows proficiency in Microsoft applications and practical knowledge of laptop technology from past experiences

Skills:

• Active Listening
• Business Acumen
• Placing importance on customers and clients entails building strong relationships and trust with them
• 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:

Obtaining a GED certificate, high school diploma, or comparable secondary education credential is essential

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