Senior Banker
Company: Disability Solutions
Location: Tucson
Posted on: September 28, 2024
Job Description:
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
requirementsRequired 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)
- Can be flexible to work weekends and/or extended hours as
neededDesired 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 skills
- Knowledge of banking products and services
- Strong computer skills including Microsoft applications and
previous experience utilizing laptop technology
- bilingual Spanish desiredSkills:
- 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 ManagementShift:1st shift (United States of
America)Hours Per Week: 40
Keywords: Disability Solutions, Tucson , Senior Banker, Accounting, Auditing , Tucson, Arizona
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