Senior Banker

Company: Bank of America
Location: San Diego
Posted on: March 3, 2025

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 is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. 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:
  • Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
  • In lieu of one year of sales experience, 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.
  • 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).
  • Can be flexible to work weekends and/or extended hours as needed.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.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/loan Originator.At Bank of America, I get to make a difference every day.Senior BankerAs 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.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.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.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.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.You get one-on-one career coaching with managers who are truly invested in your success.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.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 EmployeesI 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 - $30.67 hourly pay, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis 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.
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Keywords: Bank of America, San Diego , Senior Banker, Accounting, Auditing , San Diego, California