Full-Time

Senior Banker

Posted on 1/30/2025

Bank of America

Bank of America

10,001+ employees

Provides banking and financial services globally

Senior

Lake Oswego, OR, USA

Category
Commercial Banking
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Sales
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.
  • 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
  • Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities.
  • Assists, educates, and trains clients on conducting simple transactions through self-service technologies.
  • Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
  • Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping.
  • Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements.
Desired Qualifications
  • An Associate’s Degree 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 where goals 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 utilizing laptop technology.

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. One of its key strengths is its position as a leading wealth management firm, as well as its prominence in corporate and investment banking and trading. Unlike many of its competitors, Bank of America combines a vast network of services with a strong focus on both personal and corporate financial needs. The company's goal is to help clients achieve their financial objectives through comprehensive and accessible financial solutions.

Company Size

10,001+

Company Stage

IPO

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

1904

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for digital banking boosts Bank of America's online service offerings.
  • Interest in sustainable finance aligns with Bank of America's green investment opportunities.
  • Fintech partnerships enhance Bank of America's customer experience and technological capabilities.

What critics are saying

  • Increased competition in credit facilities may tighten Bank of America's profit margins.
  • Large-scale capital raises by companies could pressure Bank of America to offer better terms.
  • Innovative financial products by competitors may require Bank of America to adapt quickly.

What makes Bank of America unique

  • Bank of America is a global leader in corporate and investment banking.
  • It serves approximately 56 million U.S. consumer and small business relationships.
  • The bank is a pioneer in wealth management and risk management services.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Vacation

Paid Sick Leave

Flexible Work Hours

Remote Work Options

Professional Development Budget

Conference Attendance Budget

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