Senior Banker

Bank of America; Osseo (MN); On-site; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a dynamic Senior Banker to enhance client relationships and provide exceptional service. This role involves being the first point of contact for clients, understanding their personal banking needs, and connecting them with specialists for tailored solutions. The ideal candidate will be a motivated self-starter with strong communication skills and a passion for improving financial lives. Join a company that values diversity and inclusion, and be part of a team committed to making a positive impact in the community.

Qualifications

• 1+ year of sales experience in a client-centric environment.
• Strong communication and relationship-building skills.
• Ability to learn and adapt to changing circumstances.

Responsibilities

• Serve as the first point of contact for financial center clients.
• Deepen client relationships through platform services.
• Provide exceptional client care and support.

Skills

Active Listening

Business Acumen

Customer and Client Focus

Oral Communication

Problem Solving

Account Management

Relationship Building

Business Development

Pipeline Management

Prospecting

Education

High School Diploma / GED

Associate's Degree in Business

Bachelor's Degree in Finance

Tools

Microsoft Office

Job description

Senior Banker

Locations: Minneapolis, Minnesota; Maple Grove, Minnesota; Coon Rapids, Minnesota; Hopkins, Minnesota

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 is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and making an impact in the communities we serve.

As a Senior Banker, you will serve 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. Your key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. You will proactively connect with clients through outbound calls and conduct regular follow-up routines.

Required Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Alternatively, previous roles such as 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 at least six months.
• Enthusiastic, highly motivated self-starter with a strong work ethic and results-oriented mindset.
• Ability to collaborate effectively and build strong relationships.
• Passion and commitment to improving clients' financial lives.
• Confidence in identifying solutions for clients based on their needs.
• Strong written and verbal communication skills.
• Effective in engaging clients both in-person and via phone.
• Ability to learn new information and adapt to changing circumstances.
• Strong critical thinking and problem-solving skills.
• Effective time management and organizational skills.
• Ability to obtain a notary commission within a few months of start date, if not already certified.
• Flexibility to work weekends and extended hours as needed.

Desired Qualifications

• Associate's or Bachelor's Degree in business, finance, or related field.
• Experience in a financial center with goal achievement.
• Retail or sales experience in an incentive-based environment.
• Experience with financial information, spreadsheets, and financial skills.
• Knowledge of banking products and services.
• Strong computer skills, including Microsoft Office and laptop technology.

Skills

• Active Listening
• Business Acumen
• Customer and Client Focus
• Oral Communication
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification and Management

Additional Information

Minimum Education: High School Diploma / GED / Secondary School or equivalent.

Shift: 1st shift (United States of America)

Hours per Week: 40

Bank of America is an Equal Opportunity Employer and supports a diverse workforce. We prohibit discrimination based on race, religion, gender, sexual orientation, age, and other protected categories. For more information, see our policies and rights notices linked below.