Senior Banker, Financial Center Client Solutions
Overview
Own the client experience at the Kenmore Square Financial Center, serving as the first point of contact for individual and small business clients. Uncover financial needs, offer tailored solutions, and connect clients to specialists. Collaborate with a dedicated team to deepen relationships and drive growth. This role emphasizes proactive outreach, self-service education, and operational accuracy. Join a culture of caring and inclusive growth at Bank of America.
What You'll Do9
- 1Lead client interactions by identifying personal banking needs and offering solutions for both consumer and small business clients.
- 2Educate clients on self-service technologies to complete simple transactions independently.
- 3Drive outbound calls to connect with clients, deepening relationships and uncovering new opportunities.
- 4Ensure operational excellence by adhering to processes and guidelines during account openings and maintenance.
- 5Coordinate with specialists to provide comprehensive financial solutions, including Digital Assisted Shopping.
- 6Manage client interactions by making decisions that benefit both the bank and the client, complying with all regulatory requirements.
- 7Deliver exceptional client care by building trust and providing accurate, timely service.
- 8Optimize the client experience by leveraging available resources and technologies.
- 9Foster team collaboration to achieve shared goals and enhance client outcomes.
Requirements11
- 11+ years of demonstrated sales experience in a relationship-oriented, client-centric environment.
- 21+ years of experience in a financial center where goals were met or exceeded.
- 3Proven ability to communicate effectively and confidently with clients in person and by phone.
- 4Strong critical thinking and problem-solving skills to address client needs.
- 5Effective time management skills with the ability to prioritize multiple tasks.
- 6Ability to adapt to new information, technology platforms, and changing circumstances.
- 7Commissioned as a notary or ability to obtain a notary commission within a few months of start date.
- 8Willingness to work weekends and/or extended hours at any financial center location within a reasonable distance.
- 9Experience with financial information, spreadsheets, and financial skills.
- 10Strong computer skills including Microsoft applications and laptop technology.
- 11Associate's or Bachelor's degree in business, finance, or related field is desired.
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