B

Bank of America

Runs a US consumer bank, brokerage and investment bank

Senior Banker

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeWaltham, MA, USA

About the Job

Requirements

  • At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
  • Be able to obtain a notary commission in the state of employment within a few months of the role's start date; the exact timeframe varies by location and state law.
  • Be able to work weekends and/or extended hours and be scheduled at any financial center within a reasonable distance.
  • Have strong written and verbal communication skills and be comfortable engaging clients in person and by phone.
  • Be able to learn and adapt to new information and technology platforms, handle ambiguity, and adapt to changing circumstances.
  • Apply critical thinking and problem-solving skills to meet clients' needs.
  • Demonstrate effective time management, organization, prioritization, and ability to perform multiple tasks simultaneously.
  • Identify appropriate solutions for new and existing clients based on their needs.

Responsibilities

  • Partner with teams to provide financial center clients with consumer and small business solutions, services, and strategies while uncovering personal banking needs and helping clients navigate life priorities.
  • Assist, educate, and train clients on conducting simple transactions through self-service technologies.
  • Use available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
  • Follow established processes, laws, and guidelines in day-to-day activities, including opening accounts, account maintenance, and Digital Assisted Shopping.
  • Manage client interactions by choosing the best course of action for the bank and clients while complying with regulatory requirements.
  • Serve as the first point of contact for financial center clients, uncover banking needs, offer appropriate solutions, and connect clients to specialists.
  • Support clients with self-service or transactional activities, deepen client relationships through platform services, and provide client care.
  • Proactively connect with clients through outbound calls and conduct consistent follow-up routines.

Desired Qualifications

  • An associate's 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 that 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 using laptop technology.
  • Experience with commissioned notary services.

About the Company

Bank of America

Runs a US consumer bank, brokerage and investment bank

Bank of America runs one of the largest US banks, serving consumers, small businesses, wealthy families, corporations and institutional investors. Alongside checking accounts, credit cards, mortgages and business loans, it owns the Merrill brokerage, a private bank for wealthy clients and a global investment bank that advises on deals and trades stocks and bonds. Customers reach it through thousands of branches and ATMs and its mobile banking app. It earns money mainly from the gap between what it charges on loans and pays on deposits, plus fees from advice, asset management, deal work and trading. It grew from a San Francisco bank founded in 1904 and is headquartered in Charlotte, North Carolina.

Company size
10,001+
Company stage
IPO
Headquarters
Charlotte, NC
Founded
1904

Recently Posted Jobs

Explore more opportunities at Bank of America

See more jobs