Senior Banker - Harbison Financial Center

Bank of America

New York (NY)

Sur place

USD 42 000 - 52 000

Plein temps

14 jours+

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Résumé du poste

Bank of America in New York seeks a client-focused Financial Center Representative to greet clients, identify personal banking needs, and connect them to specialists for tailored solutions. You will support self-service transactions and deepen relationships through proactive outreach.

The role emphasizes strong communication, collaborative teamwork, and adherence to regulatory requirements. Weekend and extended hours may be required to serve clients across financial centers.

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 focus on results.
Collaborates effectively to get things done and build relationships.
Strong written and verbal communications skills.
Notary commission within a few months of start date (where required).

Responsabilités

Partners with teams to provide consumer and small business solutions and guide clients through self-service or assisted transactions.
Educates and trains clients on conducting simple transactions through self-service technologies.
Leverages resources and processes to optimize the client experience and ensure accuracy.
Adheres to processes, laws, and guidelines when opening accounts and servicing them.
Manages client interactions with compliant action for the bank and clients.

Connaissances

Active Listening

Customer and Client Focus

Oral Communications

Problem Solving

Relationship Building

Communication Skills

Time Management

Formation

High School Diploma / GED / Secondary School or equivalent

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

Description du poste

Company Overview

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.

Opportunity

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.

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

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