Home
/
Account Management
/
Senior Banker - Daytona West Financial Center
Senior Banker - Daytona West Financial Center-February 2024
Daytona Beach
Feb 22, 2025
ABOUT BANK OF AMERICA
Bank of America is a leading financial institution, serving consumers, small businesses, and large corporations with a full range of banking, investing, and other financial products and services.
10,000+ employees
Financial Services
VIEW COMPANY PROFILE >>
About Senior Banker - Daytona West Financial Center

  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 role is responsible for working full-time within a financial center to uncover the personal banking needs of both individual and small business clients, either by phone or in person, by offering appropriate financial solutions and services as well as connecting them to specialists. The Senior Banker will focus the majority of their time working with financial center teammates to deepen client relationships through platform services and supporting clients with self-service and transactional activities where needed. They report to the Financial Center Managers to ensure adherence to operational compliance policies and procedures. Senior Bankers work in assigned financial centers and partner closely with financial center employees as part of one team that delivers exceptional client care. The Senior Banker will not provide investment and liability management advice and solutions. They proactively connect with clients through outbound calls, and execute consistent follow-up routines to meet their needs. Employees in this role must have the ability to effectively balance financial center performance, operational risk, and client relationship care. This is a 40-hr work week position.

  A Senior Banker (responsibilities):

  • Establishes relationships with individual and small business clients

  • Develops partnership routines to meet client needs and engages in conversation to create awareness with clients on all their financial needs

  • Collaborates with partners in order to meet clients' financial needs

  • Manages schedule to meet client demands

  • Executes the bank's risk culture and strives for operational excellence

  You're a person who (required skills):

  • 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 (six months for employees with a work location of NV, eight months for employees with a work location of CA, NY or PA).

  • Can be flexible to work weekends and/or extended hours as needed.

  You'll be more prepared if you have (desired skills):

  • 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 Used in this Role:

  • Active Listening

  • Business Acumen

  • Client and Customer Focus

  • Oral Communications

  • Problem Solving

  • Account Management

  • Client Experience Branding

  • Client Solution Advisory

  • Business Development

  • Pipeline Management

  • Prospecting

  • Referral Identification

  • Referral Management

  Shift:

  1st shift (United States of America)

  Hours Per Week:

  40

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Relationship Banker
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
Account Manager III
Job Description Account Manager Netherlands At Thermo Fisher Scientific, you'll discover meaningful work that makes a positive impact on a global scale. Join our colleagues in bringing our Mission to
Account Manager, Industry, Switzerland
Job Description Thermo Fisher Scientific Inc. is the world leader in serving science, with annual revenue of $40 billion. Our Mission is to enable our customers to make the world healthier, cleaner a
Relationship Banker
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
Prisma Solutions Architect, Major Accounts
Company Description Our Mission At Palo Alto Networks® everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a worl
Strategic Account Manager: BFSI
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Sales Job Details About Salesforce We'
Helpdesk Support
Position Summary Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Deskside Support you will have the ability to share new i
Carrier Team Associate
Hi we're HUB . We are proud to be ranked 5th among the world's largest insurance brokerages, advising businesses and individuals on how to prepare for the unexpected. At HUB we believe in investing i
Personal Insurance Account Manager - Client Advisory Team (Potential for Hybrid Work)
About HUB Join our Stevie Award Winning Team at HUB International! When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a bro
Engagement Financial Advisor Intern Summer 2024
Position Summary The Engagement Financial Advisor (EFA) Practice is a client-driven organization, partnering as trusted business advisors to champion operational excellence, lead finance transformati
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved