Senior Banker- bilingual Spanish required
About the position
The position at Bank of America is focused on serving as the first point of contact for financial center clients, addressing their personal banking needs, and connecting them with appropriate solutions and specialists. The role emphasizes building and deepening client relationships, providing exceptional client care, and supporting clients with self-service and transactional activities. The job requires proactive engagement with clients through outbound calls and consistent follow-up routines to ensure their needs are met effectively.
Responsibilities
Partner with teams to provide financial center clients with consumer and small business solutions, services, and strategies.
,
Assist, educate, and train clients on conducting simple transactions through self-service technologies.
,
Leverage available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
,
Adhere to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts and account maintenance.
,
Manage client interactions by taking the best course of action for the bank and its clients while abiding by all regulatory requirements.
Requirements
Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
,
In lieu of one year of sales experience, previously held the role of Relationship Manager, Advisor Development Program RM, Credit Solutions Advisor, or Relationship Manager Business Owner Specialist 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.
,
Ability to collaborate effectively to build and nurture strong relationships.
,
Strong written and verbal communication skills, comfortable engaging clients in-person and by phone.
,
Ability to learn and adapt to new information and technology platforms.
,
Strong critical thinking and problem-solving skills to meet clients' needs.
,
Effective time management skills and ability to organize, prioritize, and perform multiple tasks simultaneously.
,
Must be a commissioned notary or able to obtain a notary commission within a few months of starting the role.
Nice-to-haves
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.
,
Knowledge of banking products and services.
,
Strong computer skills including Microsoft applications and previous experience utilizing laptop technology.
Benefits
Industry-leading benefits
,
Access to paid time off
,
Resources and support for employees
,
Incentive eligibility based on performance against defined metrics
Apply Now
The position at Bank of America is focused on serving as the first point of contact for financial center clients, addressing their personal banking needs, and connecting them with appropriate solutions and specialists. The role emphasizes building and deepening client relationships, providing exceptional client care, and supporting clients with self-service and transactional activities. The job requires proactive engagement with clients through outbound calls and consistent follow-up routines to ensure their needs are met effectively.
Responsibilities
Partner with teams to provide financial center clients with consumer and small business solutions, services, and strategies.
,
Assist, educate, and train clients on conducting simple transactions through self-service technologies.
,
Leverage available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
,
Adhere to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts and account maintenance.
,
Manage client interactions by taking the best course of action for the bank and its clients while abiding by all regulatory requirements.
Requirements
Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
,
In lieu of one year of sales experience, previously held the role of Relationship Manager, Advisor Development Program RM, Credit Solutions Advisor, or Relationship Manager Business Owner Specialist 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.
,
Ability to collaborate effectively to build and nurture strong relationships.
,
Strong written and verbal communication skills, comfortable engaging clients in-person and by phone.
,
Ability to learn and adapt to new information and technology platforms.
,
Strong critical thinking and problem-solving skills to meet clients' needs.
,
Effective time management skills and ability to organize, prioritize, and perform multiple tasks simultaneously.
,
Must be a commissioned notary or able to obtain a notary commission within a few months of starting the role.
Nice-to-haves
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.
,
Knowledge of banking products and services.
,
Strong computer skills including Microsoft applications and previous experience utilizing laptop technology.
Benefits
Industry-leading benefits
,
Access to paid time off
,
Resources and support for employees
,
Incentive eligibility based on performance against defined metrics
Apply Now