Talent.com
Senior Banker
Senior BankerBank of America • San Jose, CA, US
Senior Banker

Senior Banker

Bank of America • San Jose, CA, US
Hace más de 30 días
Tipo de contrato
  • A tiempo completo
Descripción del trabajo

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! 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 four months of start date in role (five months for employees with a work location of New York, six months for employees with a work location of Nevada, eight months for employees with a work location of California or Pennsylvania).
  • 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

    Hours Per Week : 40

    Pay Transparency details : Pay range $25.00 - $31.37 hourly pay, offers to be determined based on experience, education and skill set. 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 employee's 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.

    Crear una alerta de empleo para esta búsqueda

    Banker • San Jose, CA, US

    Ofertas relacionadas
    Relationship Banker I

    Relationship Banker I

    Cathay Bank - Headquarters • San Francisco, CA, United States
    A tiempo completo
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    Senior Premier Relationship Manager

    Senior Premier Relationship Manager

    Bmo • Union City, CA, US
    A tiempo parcial
    Senior Premier Relationship Manager.A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with multiple bran...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    Senior Vice President, Commercial Banking - Innovation / Tech ABL

    Senior Vice President, Commercial Banking - Innovation / Tech ABL

    Western Alliance Bancorporation • San Francisco, CA, United States
    A tiempo completo
    Senior Vice President, Commercial Banking - Innovation / Tech ABL.As a Commercial Banker III you'll be responsible for identifying a target market for new business and subsequently developing and est...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    Senior Investment Banking Associate - Tech Group

    Senior Investment Banking Associate - Tech Group

    Blacklock Group • San Francisco, CA, United States
    A tiempo completo
    Investment Banking & Private Equity Recruitment / TMT Specialist.This range is provided by Blacklock Group.Your actual pay will be based on your skills and experience — talk with your recruiter to ...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    Relationship Banker

    Relationship Banker

    California Staffing • Dublin, CA, US
    A tiempo completo
    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 clien...Mostrar más
    Última actualización: hace 1 día • Oferta promocionada
    Regional Relationship Banker I

    Regional Relationship Banker I

    Cathay Bank - Headquarters • Cupertino, CA, United States
    A tiempo completo
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    Senior Relationship Banker

    Senior Relationship Banker

    East West Bancorp • San Francisco, CA, US
    A tiempo completo
    Being the next generation Senior Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship ban...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    Relationship Banker

    Relationship Banker

    Bank of America • San Jose, CA, US
    A tiempo completo
    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 clien...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    Relationship Banker - Silicon Valley Market - San Jose, CA

    Relationship Banker - Silicon Valley Market - San Jose, CA

    JPMorgan Chase • San Jose, CA, US
    A tiempo completo
    Job ID : [Remove] Requisition ID : [Remove] Department : [Remove] Location : [Remove].Mostrar más
    Última actualización: hace 16 días • Oferta promocionada
    Credit Advisor - Senior

    Credit Advisor - Senior

    California Staffing • San Francisco, CA, US
    A tiempo completo
    Area of Interest : Private Banking.Location : San Francisco, CA, US, 94111.Our purpose Opening up a world of opportunity explains why we exist. Here at HSBC we use our unique expertise, capabilities...Mostrar más
    Última actualización: hace 1 día • Oferta promocionada
    Regional Banker / Teller

    Regional Banker / Teller

    PNC • Fremont, CA, US
    A tiempo completo +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    Senior Bank Manager

    Senior Bank Manager

    Comerica • Aptos, CA, US
    A tiempo completo
    The Senior Bank Manager is responsible for the overall leadership, management, and success of a Retail Banking Center(s). This is accomplished by ensuring banker readiness of all Relationship Banker...Mostrar más
    Última actualización: hace 2 días • Oferta promocionada
    Associate Banker

    Associate Banker

    Bmo • Los Gatos, CA, US
    A tiempo parcial
    Retail Banking Sales & Service.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the b...Mostrar más
    Última actualización: hace 19 horas • Oferta promocionada • Nueva oferta
    Associate Banker

    Associate Banker

    East West Bancorp • Cupertino, CA, US
    A tiempo completo
    Being the next generation Associate Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking exper...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    Senior Relationship Banker

    Senior Relationship Banker

    East West Bank • San Francisco, CA, United States
    A tiempo completo
    Since 1973, East West Bank has served as a pathway to success.With over 110 locations across the U.Asia, we are the premier financial bridge between the East and West. Our teams of experienced, mult...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    Senior Associate, BDO Capital - Investment Banking

    Senior Associate, BDO Capital - Investment Banking

    BDO USA • San Francisco, CA, United States
    A tiempo completo
    Senior Associate, BDO Capital - Investment Banking.Job summary : The BDO Capital Advisors Experienced Senior Associate is responsible for utilizing educational background and organizational / project ...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    Regional Banker / Teller

    Regional Banker / Teller

    PNC Financial Services Group • Fremont, CA, United States
    A tiempo completo +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Mostrar más
    Última actualización: hace 14 horas • Oferta promocionada • Nueva oferta
    Senior Product Manager - Personal Banking

    Senior Product Manager - Personal Banking

    Mercury • San Francisco, CA, US
    A tiempo completo
    Senior Product Manager - Personal Banking.Mercury has long been celebrated for revolutionizing how startups experience the magic of banking. In April 2024, we took things a step further with the lau...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada