Senior Banker - San Fernando Valley East area

Bank of America; Los Angeles (CA); On-site; Full time

Job summary

A major financial institution is seeking a Senior Banker to serve as the primary contact for financial center clients in Los Angeles. This role involves enhancing client relationships, providing tailored banking solutions, and contributing to sales goals. Successful candidates will possess a strong sales background and exceptional communication skills, offering opportunities for career growth and development within the banking sector.

Benefits

Paid Time Off

Tuition Reimbursement

401(k) Plan

Child Care Reimbursement

Personalized Career Coaching

Qualifications

• Minimum 1 year of sales experience in a client-focused environment.
• Effective communication and relationship-building skills.
• Ability to adapt and learn new technologies.

Responsibilities

• Connects clients with appropriate banking solutions and services.
• Educates clients on self-service technologies.
• Adheres to regulatory requirements in client interactions.

Skills

Client Engagement

Sales Experience

Problem Solving

Communication

Time Management

Education

High School Diploma / GED

Associate’s or Bachelor’s Degree in business or finance

Tools

Microsoft Applications

Job description

Van Nuys, California; Van Nuys, California; Van Nuys, California

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!

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

Minimum Education Requirement:
• High School Diploma / GED / Secondary School or equivalent

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and loan Originators.

At Bank of America, I get to make a difference every day.

[Senior Banker interacting with employees and clients in the financial center.]

Senior Banker

As a Senior Banker, my job is to develop lasting relationships with the clients I serve.

I am there for clients when it matters most, helping them navigate complex financial decisions.

Provide guidance and solutions that help clients at every stage of life

I work with clients to learn all about their financial priorities and goals, so I can provide guidance and solutions that will work for every stage of their life.

Some days are more challenging than others, so I have to be efficient and use the expertise of my teammates. Meeting my individual and team performance goals are important and I earn a base pay, plus incentives for meeting my goals.

Earn a base pay plus incentives for meeting goals

[Senior Banker leading a team meeting.]

I manage a portfolio of clients and because building lasting relationships requires planning and coordination, sometimes I have to reach out on my own to them to fully understand their priorities and help them reach their financial goals.

Helping clients with new digital banking solutions

A big part of my job is helping my clients adapt to new digital solutions, such as helping them learn how to use our Mobile Banking app.

[Senior Banker showing a client how to use the Mobile Banking app on a tablet.]

Between helping clients adopt new technologies, attending team meetings and building lasting relationships, I stay pretty busy and sometimes I work weekends and/or extended hours.

[Bank employees speaking with and listening to clients throughout the financial center.]

Access to world-class team of financial specialists

It really helps to have access to a world-class team of specialists.

My job definitely requires me to think on my feet. But it’s also a job that plants my feet firmly on the path to success.

Because once you get the hang of things, there’s tremendous opportunity for growth here.

One-on-one career coaching with your managers

You get one-on-one career coaching with managers who are truly invested in your success.

Trained by the award-winning Academy at Bank of America

I am always learning. From my first day to today, the award-winning Academy at Bank of America has equipped me with all the knowledge, skills and resources I need to be successful.

[Senior Banker speaking with an instructor online in a virtual classroom.]

The Academy at Bank of America

Personalized Coaching

Hands-On Practice

The personalized coaching and hands on practice really helped me learn fast.

- Paid Time Off

- Tuition Reimbursement

- 401(k)

- Child Care Reimbursement for Income-Eligible Employees

I get to take advantage of a wide range of competitive benefits such as child care reimbursement and tuition reimbursement and I feel fortunate to work for a company that values every employee for our differences.

I know Bank of America is invested in helping me reach my full potential, so I can help my clients reach theirs.

We all have goals. Pursue yours at Bank of America.

Bank of America and its affiliates recruit and hire qualified candidates without regard to race, religion, color, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, protected veteran or disability, or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concepts of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. We also prohibit discrimination on other bases such as ancestry, medical condition, or marital status under applicable laws. Candidates must possess authorization to work in the United States, as it is not the practice of Bank of America to sponsor individuals for work visas.

$24.00 - $30.67hourly pay, 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. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions.Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please contact us by calling 1.877.760.2076. This is a dedicated line designed exclusively to assist job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

Please note: Messages left for other purposes such as following up on an application or non-disability related technical issues, will not receive a response.

Important notice:
You are now leaving a Bank of America website.

By clicking Continue, you will be taken to a website that is not affiliated with Bank of America and may offer a different privacy policy and level of security. Bank of America is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites. Please refer to the website’s posted privacy terms and use.

You can click the Continue button to proceed or the Cancel button to return to the previous page.

This feature allows you to manage your privacy choices. By selecting a category, you can learn about your choices and make changes. Selections you make will update your default settings. Where possible, we will provide you with a single privacy profile and store settings across our brands. Occasionally there are legal or technical limitations, where you have multiple user names or accounts, that may prevent this from occurring. You should check your settings for accuracy based on your relationship with us.

Local Privacy Notices and Requirements
The Privacy Choices displayed are specific to your local privacy requirements and our privacy notices. For more information about how we protect your privacy, including specific rights that may apply, please visit the Opens in a new window Institutional Privacy and the Opens in a new window Consumer Privacy pages.

Marketing Preferences
To manage your general marketing preferences, please visit the “Control how we can share your data and market to you” form on our Opens in a new window Privacy Page.

California Residents
To learn more about your privacy rights as a California resident, please see our Opens in a new window California Consumer Privacy Act Notice.
To exercise your CCPA consumer rights to request, correct or delete your personal information, please visit our Opens in a new window California Personal Information Request form.
To opt out of sharing and selling, open the “Sharing and selling of Personal Data” tab and make a selection.

Sharing and Selling of Personal Data

Sharing and Selling of Personal Data

Bank of America does not sell personal information, but we may share personal information for targeted advertising. You have the right to opt-out of the selling or sharing of your personal information.

By switching the toggle to the left and clicking save, you are indicating that you do not want us to sell your personal information or share your personal information for online targeted advertising activities.

If you do not have an account or if you are not logged into your account, your request to opt-out of sale/sharing will be linked to your browser identifier only and not linked to any account information because the connection between your browser and the account is not known to us.

At any time, you may change your preference setting using the toggle bar. Any manual adjustment will override previous settings.

Children's Privacy

Always Active

Bank of America is committed to protecting children’s privacy and limiting the collection and use of minor’s data.
For sites where we offer products or content to persons under 18 years of age, the privacy settings are set to the highest level, limiting data collection to what is required to run our website.
This setting blocks the collection and use of sensitive information.
To learn more about Children’s Privacy, see ourChildren's Privacy Page .