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Senior Banker - 2196 Forest Avenue Financial Center •Bilingual Spanish Required

Senior Banker - 2196 Forest Avenue Financial Center •Bilingual Spanish Required

NY StaffingStaten Island, NY, US
4 days ago
Job type
  • Full-time
Job description

Senior Banker

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

  • 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
  • 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

  • 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 skill
  • 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

    Shift

    1st shift (United States of America)

    Hours Per Week

    40

    Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

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