Full-Time

Senior Banker

Posted on 11/27/2024

Bank of America

Bank of America

10,001+ employees

Provides banking and financial services globally

Fintech
Financial Services

Senior

West Jordan, UT, USA

Position may require training at one financial center and potential relocation to another within reasonable commuting distance.

Category
Commercial Banking
Finance & Banking
Required Skills
Sales
Requirements
  • Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
  • In lieu of one year of sales experience, 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
  • 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
  • Confident in identifying solutions for helping new and existing clients based on their needs
  • Strong written and verbal communications skills
  • Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)
  • 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
Responsibilities
  • This 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.

Bank of America provides a wide range of financial services to individuals, small and medium-sized businesses, and large corporations. Their offerings include banking, investing, asset management, and risk management products. The company serves around 56 million consumer and small business clients in the U.S. and is recognized as a leading wealth management firm. Additionally, Bank of America is a major player in corporate and investment banking, as well as trading. What sets Bank of America apart from its competitors is its extensive client base and comprehensive service offerings that cater to various financial needs. The company's goal is to help clients achieve their financial objectives through a diverse array of financial solutions.

Company Stage

IPO

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

1904

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased focus on digital banking enhances customer experience and operational efficiency.
  • Rise of sustainable finance creates new investment opportunities for the bank.
  • Integration of AI in fraud detection reduces financial crime and operational costs.

What critics are saying

  • Increased competition in renewable energy financing may divert investment opportunities.
  • Boeing's capital raise pressures the bank to offer competitive financing terms.
  • Uber's credit agreement exposes the bank to volatile tech and autonomous vehicle sectors.

What makes Bank of America unique

  • Bank of America is a global leader in corporate and investment banking.
  • The bank serves approximately 56 million U.S. consumer and small business relationships.
  • It is among the world's leading wealth management companies.

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