Senior Banker

Bank of America; Seattle (WA); On-site; USD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a motivated individual to serve as the first point of contact for clients at their financial center. This role involves uncovering personal banking needs and providing tailored solutions to enhance client relationships. With a focus on delivering exceptional client care, you will engage clients through proactive outreach and support them in navigating self-service options. This position offers a dynamic environment where your contributions can significantly impact clients' financial lives, making it an exciting opportunity for those passionate about customer service and financial solutions.

Qualifications

• Minimum one year sales experience in a client-centric environment.
• Strong written and verbal communication skills are essential.
• Ability to learn and adapt to new technology platforms.

Responsibilities

• Provide financial center clients with consumer and small business solutions.
• Assist clients with self-service technologies and transactions.
• Manage client interactions while adhering to regulatory requirements.

Skills

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED

Associate’s Degree in Business

Bachelor’s Degree in Finance

Tools

Microsoft Applications

Laptop Technology

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 :

• Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, has previously held the role of 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 a minimum of six months.
• Is an 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.
• Is confident in identifying solutions for helping new and existing clients based on their needs.
• Has strong written and verbal communications skills.
• Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone).
• Has the 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).
• Can be flexible to work weekends and / or extended hours as needed.

Desired Qualifications :

• An 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 :

• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Prospecting
• Referral Identification
• Referral Management
• High School Diploma / GED / Secondary School or equivalent"