Senior Banker

ghr; Lacey (WA); On-site; USD 36,000 - 44,000; Full time

Job summary

Bank of America in Lacey, WA is seeking a customer‑centered associate to greet clients, uncover personal banking needs, and connect them with relevant solutions. You will guide self‑service usage, perform transactions, and ensure accurate processing while upholding regulatory standards.

The role emphasizes outbound client outreach, proactive follow‑ups, and delivering exceptional service to both individuals and small businesses, with flexibility to support weekend hours.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship‑oriented environment.
• Self‑starter with strong work ethic and results focus.
• Collaborates effectively to build relationships.
• Passionate, committed and drives client experience.
• Confident in identifying client solutions based on needs.
• Strong written and verbal communication skills.
• Comfortable engaging all clients in person or by phone.
• Ability to learn and adapt to new information and changes.
• Strong problem‑solving and time management skills.
• Notary commission or able to obtain within months of start date.
• Available to work weekends and extended hours.

Responsibilities

• Partners with teams to provide client solutions for personal and small business banking.
• Educates and trains clients on self‑service transactions.
• Leverages resources to optimize client experience and ensure accuracy.
• Adheres to processes and regulatory guidelines in daily work.
• Manages client interactions and selects best action for bank and clients.

Skills

Active Listening

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Client Management

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma

Associate's Degree

Bachelor's Degree

Tools

Microsoft Office

Laptop technology familiarity

Job description

Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role‑specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description

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.

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

Required Qualifications

• Minimum of one year demonstrated sales experience in a relationship‑oriented and client‑centric environment
• 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 fewmonths of start date in role (exact timeframe varies by location due to differing state laws)
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance

Desired Qualifications

• 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

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 details

US - WA - Lacey - 601 Sleater Kinney Rd Se - LACEY BC (WA5123)

Pay and benefits informationPay range$25.97 - $31.75 hourly pay, offers to be determined based on experience, education and skill set. Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics. BenefitsThis role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.