Senior Banker - West Cobb Financial Center

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Senior Banker - West Cobb Financial Center Marietta, Georgia Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge

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 an 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.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

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
• 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
• 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
• Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance

Desired Qualifications

• Associates Degree or Bachelors 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:
• 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, or Secondary School or equivalent

Shift

• 1st shift
• United States of America
• Hours Per Week: 40

Learn More About This Role

View transcript Close transcript Music in background throughout

About the Role

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

About the Role

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

About the Role

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

About the Role

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.

About the Role

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

About the Role

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 its also a job that plants my feet firmly on the path to success. Because once you get the hang of things, theres tremendous opportunity for growth here. On screen copy

About the Role

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

About the Role

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

About the Role

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

About the Role

Competitive Benefits - Paid Time Off - Tuition Reimbursement - 401k - 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

About the Role

Bank of America

Learn More

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.