Bank of America
Senior Banker - Aspen Hill Shopping Center Financial Center
Bank of America, Silver Spring, Maryland, United States, 20900
Company Overview
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver 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.
Role Summary This role is the first point of contact for financial center clients, uncovering personal banking needs, offering solutions and connecting clients to specialists. The job expects proactive outbound calling and 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.
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
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.
Key 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
Pay Transparency US - MD - Silver Spring - 13711 Connecticut Ave - Aspen Hill (MD4574)
Pay range: $25.00 - $31.37 hourly pay, offers to be determined based on experience, education and skill set.
Formulaic incentive plan: 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.
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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.
Role Summary This role is the first point of contact for financial center clients, uncovering personal banking needs, offering solutions and connecting clients to specialists. The job expects proactive outbound calling and 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.
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
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.
Key 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
Pay Transparency US - MD - Silver Spring - 13711 Connecticut Ave - Aspen Hill (MD4574)
Pay range: $25.00 - $31.37 hourly pay, offers to be determined based on experience, education and skill set.
Formulaic incentive plan: 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.
#J-18808-Ljbffr