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. 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 MS 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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)Hours Per Week:
40Learn more about this role
[Music in background throughout]
At Bank of America, I get to make a difference every day.
[Senior Banker interacting with employees and clients in the financial center.]
On screen copy:
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.
On screen copy:
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.
On screen copy:
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.
On screen copy:
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.]
On screen copy:
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.
On screen copy:
One-on-one career coaching with your managers
You get one-on-one career coaching with managers who are truly invested in your success.
On screen copy:
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.]
On screen copy:
The Academy at Bank of America
Personalized Coaching
Hands-On Practice
The personalized coaching and hands on practice really helped me learn fast.
On screen copy:
Competitive Benefits
- Paid Time Off
- Tuition Reimbursement
- 401(k)
- Health, Dental & Vision
- Career Planning
- 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.
On screen copy:
Bank of America® logo
Learn more: bankofamerica.com/Careers
On screen disclosures:
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.
Bank of America, N.A. Member FDIC. ©2023 Bank of America Corporation.
[End of transcript]
MAP-6094292 Exp-05/15/25
Job saved