Senior Banker - Davis Square Financial Center

Bank Of America Financial Center Associate

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, 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 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 / Secondary School or Equivalent

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay Transparency details US - MA - Somerville - 406 Highland Ave - Davis Square (MA6141) Pay and benefits information Pay range $25.00 - $31.37 hourly 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 employees performance against defined metrics.

Benefits 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.