Senior Banker - 133 Lenox Avenue Financial Center

Job Description

Bank of America is guided by a common purpose: to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders every day. We foster an inclusive workplace where every teammate can succeed, build a career, and contribute to our shared success. We attract and develop exceptional talent, recognize and reward performance, and support our teammates’ financial, physical, and emotional wellness through affordable, competitive, and flexible benefits. We value diverse perspectives from all backgrounds and career paths, which strengthen our workforce and the communities we serve. Bank of America supports an in-office culture that emphasizes collaboration, engagement, and career development, with clear in-office expectations and flexibility based on role-specific responsibilities and business needs. Join us to build a meaningful career with opportunities to learn, grow, and make an impact.

Job Overview

This role serves as the first point of contact for financial center clients, helping 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, assisting clients with self-service or transactional activities, and providing exceptional client care. The position requires proactively connecting with clients via outbound calls and maintaining consistent follow-up routines.

Responsibilities

• Partner with teams to provide consumer and small business solutions, services, and strategies when uncovering personal banking needs and guiding clients in line with their life priorities
• Assist, educate, and train clients on conducting simple transactions through self-service technologies
• Leverage available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
• Adhere to established processes, laws, and guidelines in day-to-day activities such as opening accounts, account maintenance, and Digital Assisted Shopping
• Manage client interactions by choosing the best course of action for the bank and its clients while complying with regulatory requirements

Required Qualifications

• Minimum of one year of sales experience in a relationship-oriented, client-centric environment
• Enthusiastic, motivated self-starter with a strong work ethic and results focus, acting in the client’s best interest
• Collaborative, able to build and nurture strong relationships
• Passion, commitment, and drive to deliver an experience that improves clients’ financial lives
• Ability to identify solutions for new and existing clients based on their needs
• Strong written and verbal communication skills
• Effective communication with all clients, in-person and by phone
• Ability to learn and adapt to new information and technology platforms, handle ambiguity, and adjust to changing circumstances
• Strong critical thinking and problem-solving skills to meet clients’ needs
• Effective time management and ability to organize, prioritize, and perform multiple tasks
• Commissioned notary or ability to obtain notary commission within a few months of start date (timing varies by location)
• Ability to work weekends and/or extended hours, with flexibility to be scheduled at any reasonable financial center location

Desired Qualifications

• Associate’s or Bachelor’s Degree in business, finance, or a related field
• Experience in a financial center where goals were met or exceeded
• Retail and/or sales experience in a salary-plus-incentive environment
• Experience working in environments with individual 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 prior use of laptop technology

Skills

• Active Listening
• Business Acumen
• Customer and Client Focus
• 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

High School Diploma / GED / Secondary School or equivalent

Shift

1st shift (United States of America)

Hours Per Week

40

Pay Transparency

Pay range: $25.97 - $31.75 hourly, with offers determined based on experience, education, and skill set.

Formulaic incentive eligible: This role is eligible to participate in a formulaic incentive plan. Incentives are earned based on performance against defined metrics and may be monthly, quarterly, or annual.

Benefits

This role is eligible for benefits. We offer industry-leading benefits, paid time off, and resources to support our employees so they can contribute to the sustainable growth of our business and communities.