Senior Banker - 7th and Bell Financial Center

Bank of America; Phoenix (AZ); On-site; USD 42,000 - 54,000; Full time

Job summary

Bank of America in Phoenix seeks a client-focused associate to serve as the first point of contact for financial center clients, uncovering personal banking needs and offering suitable solutions. You will connect clients with specialists and support self-service or transactional activities while upholding exceptional service standards.

The role requires strong sales and communication skills, a collaborative mindset, and the ability to adapt to changing circumstances; weekend hours may be

Qualifications

• Minimum of one year demonstrated sales experience in a client-centric environment.
• Strong written and verbal communications skills.
• Ability to learn and adapt to new information and processes.
• Comfort engaging all clients in-person and by phone.
• Willingness to obtain a notary commission within a few months.

Responsibilities

• Partners with teams to provide consumer and small business solutions to clients.
• Educates and trains clients on self-service transactions.
• Optimizes client experience using available resources and processes.
• Follows established processes and regulatory requirements in day-to-day activities.
• Manages client interactions and determines best action for the bank and clients.

Skills

Sales experience

Customer service

Communication

Problem solving

Time management

Notary (commissionable)

Weekend availability

Education

Associate's or Bachelor's in business/finance

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.

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 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. All designated at 5% travel

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

Shift: 1st shift (United States of America)

Hours Per Week: 40

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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 and 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.

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