Senior Banker

Bank of America; San Antonio (TX); On-site; USD 42,000 - 65,000; Full time

Job summary

Bank of America in the United States seeks a customer-facing associate to serve as the first point of contact for financial center clients, uncover personal and small business banking needs, and connect customers with specialists for tailored solutions. You will assist clients with self-service transactions, support outbound outreach, and uphold regulatory requirements while building lasting relationships.

This role requires at least one year of sales experience, effective communication, and the

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Strong written and verbal communications skills.
• Commissioned notary or ability to obtain a notary commission within a few months of start date.

Responsibilities

• Serve as the first point of contact for financial center clients, helping uncover personal banking needs and connecting clients to specialists; deepen client relationships through platform services and provide exceptional client care.
• Assist, educate, and train clients on self-service transactions; ensure regulatory compliance and accuracy in day-to-day activities; manage client interactions with appropriate actions and follow-up.

Skills

Active Listening

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Relationship Building

Education

Associate’s Degree or Bachelor’s Degree in business, finance or a related field

High School Diploma / GED / Secondary School or equivalent

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 impacting 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! **This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**

Key Responsibilities

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. 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 few months 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. Privacy Statement: https://careers.bankofamerica.com/en-us/privacy-notice

Company Culture & Values

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well‑being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi‑faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Partnering Locally

Learn about some of the ways Bank of America is making a difference in the communities we serve.

Global Impact

Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates.

Opportunity & Inclusion

Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success.

Our Values

Learn about our four values that represent what we believe.

Pay Transparency

https://careers.bankofamerica.com/en-us/pay-transparency