Senior Banker

Bank of America

Santa Clara, US
Base: $25.00 - $31.37 hourly; bonus/equity: formul...
Client-centric sales experience
Financial solutions for clients
Self-service technology training
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

Job Summary

  • 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.
  • 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.
  • Pay range $25.00 - $31.37 hourly pay, offers to be determined based on experience, education and skill set.

Matching Summary

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.

Salary

Base: $25.00 - $31.37 hourly; Bonus/Equity: Formulaic incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Client-centric sales experience
  • Financial solutions for clients
  • Self-service technology training
  • Adherence to processes and guidelines
  • Proactive client outreach
  • Notary commission or ability to obtain

Nice-to-have

  • Strong work ethic and results focus
  • Collaborative relationship building
  • Passion for client financial well-being
  • Adaptability to new information
  • Critical thinking and problem-solving

Key Requirements

  • Minimum one year demonstrated sales experience
  • Previous Relationship Manager roles at Bank of America
  • Ability to work weekends and extended hours
  • Ability to travel to financial centers

Work Rights

Not specified

Tailored Resume

Cover Letter