Senior Banker

Bank of America; Vallejo (CA); On-site; USD 33,062 - 42,250; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Incentive eligible role

Job summary

Bank of America seeks a client-facing associate in Vallejo, California. Responsibilities include managing client interactions, identifying banking needs, and providing exceptional service. Ideal candidates have a sales background and are highly motivated to grow client relationships.

Required qualifications include effective communication skills, sales experience, and a High School Diploma. Opportunities for career development and industry-leading benefits are offered.

Qualifications

• Minimum one year of demonstrated sales experience in a relationship-oriented environment.
• Enthusiastic, highly motivated self-starter with strong work ethic.
• Effective collaborator who builds strong relationships.
• Confident in identifying solutions for new and existing clients.
• Strong written and verbal communication skills.
• Ability to learn and adapt to new information and technology platforms.
• Strong critical thinking and problem-solving skills.

Responsibilities

• Serves as the first point of contact for financial center clients.
• Deepens client relationships through platform services.
• Connects with clients via outbound calls.
• Partners with teams to provide consumer and small business solutions.
• Educates clients on conducting transactions through self-service technologies.

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

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Responsibilities

• Serves as the first point of contact for financial center clients, uncovering personal banking needs of both individual and small business clients.
• Deepens client relationships through platform services, supports clients with self‑service or transactional activities, and provides exceptional client care.
• Proactively connects with clients via outbound calls and conducts consistent follow‑up routines.
• Partners with teams to provide consumer and small business solutions, services, and strategies when uncovering personal banking needs and helps clients navigate 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 while abiding by all regulatory requirements.

Required Qualifications

• Minimum one year of demonstrated sales experience in a relationship‑oriented and client‑centric environment, or prior experience as RM, ADP RM, CSA I, or RMBOS at Bank of America for a minimum of six months.
• Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Effective collaborator who builds and nurtures strong relationships.
• Passionate, committed, and driven to deliver an experience that improves clients’ financial lives.
• Confident in identifying solutions for new and existing clients based on their needs.
• Strong written and verbal communication skills; 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.
• Strong critical thinking and problem‑solving skills to meet clients’ needs.
• Effective time‑management skills with the ability to organize, prioritize, and perform multiple tasks simultaneously.
• Commissioned notary or ability to obtain a notary commission in the state of work within a few months of start date.
• Flexibility to work weekends and/or extended hours as needed.

Desired Qualifications

• Associate’s or Bachelor’s Degree in business, finance, or a related field.
• Experience working in a financial center with goals met or exceeded.
• Retail and/or sales experience in a salary plus incentive environment.
• Experience with financial information, spreadsheets, and financial skills.
• Knowledge of banking products and services.
• Strong computer skills including Microsoft applications and laptop technology experience.

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 and Hours

1st shift (United States of America), Hours Per Week: 40

Pay and Benefits

Pay range: $24.00 - $30.67 hourly, 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 defined by the specific line of business incentive plan provisions.

Benefits eligible: Offers industry‑leading benefits, paid time off, resources, and support to employees.

Legal and Compliance

FDIC; Loan Originators

Privacy Statement

https://careers.bankofamerica.com/en-us/privacy-notice

Pay Transparency

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