Senior Banker
Not Disclosed•Full-TimeOn-site
location_on4, East 64th Street, Lenox Hill, Manhattan Community Board 8, Manhattan, New York County, New York, 10065, United States
About Bank of America
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 by delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we achieve this.
We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career, and contribute to our shared success. We value the unique perspectives individuals bring from all backgrounds and career paths—whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership, and innovation, strengthening our workforce and positively impacting the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
About the Role
This position serves as the first point of contact for financial center clients, dedicated to helping uncover the personal banking needs of both individual and small business clients. You will offer appropriate solutions and connect clients to specialists to deepen relationships through platform services. The role focuses on supporting clients with self-service or transactional activities while providing exceptional client care.
In this role, you will proactively connect with clients through outbound calls and conduct consistent follow-up routines. You will assist, educate, and train clients on conducting simple transactions through self-service technologies, leveraging available resources to optimize the client experience. Your goal is to help clients navigate their unique life priorities while adhering to established processes, laws, and guidelines to ensure operational excellence and accuracy.
Benefits & Culture
We support our teammates' physical, emotional, and financial wellness through affordable, competitive, and flexible benefits. This role is currently benefits eligible, offering industry-leading benefits and access to paid time off. We provide resources and support so employees can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
This role is eligible to participate in a formulaic incentive plan. Incentives are earned based on the employee's performance against defined metrics and may include monthly, quarterly, and/or annual opportunities.
Equal Opportunity Employer
Bank of America is an equal opportunity employer. We consider qualified applicants regardless of background, race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.
Work location
Work model: On-site
4, East 64th Street, Lenox Hill, Manhattan Community Board 8, Manhattan, New York County, New York, 10065, United States
New York, New York
Key Responsibilities
- check_circleServe as the first point of contact for financial center clients to uncover personal banking needs
- check_circleProvide consumer and small business solutions, services, and strategies to clients
- check_circleLeverage resources and technologies to optimize the client experience and deliver operational excellence
- check_circleAdhere to established processes, laws, and guidelines for account opening and maintenance
- check_circleManage client interactions by taking appropriate actions while abiding by all regulatory requirements
- check_circleProactively connect with clients through outbound calls and conduct consistent follow-up routines
- check_circleAssist, educate, and train clients on conducting transactions through self-service technologies
Requirements
- verifiedMinimum of one year demonstrated sales experience
- verifiedHigh School Diploma / GED / Secondary School or equivalent
- verifiedCommissioned notary or ability to obtain notary commission in state of work
- verifiedAbility to work weekends and/or extended hours
Nice to Have
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.
Benefits & Perks
check_circleAccess to paid time offcheck_circleFormulaic incentive plan eligibility based on performance metrics
Similar Job Opportunities
Skills, education and keywords
Skills: Microsoft Applications, Notary Commission.
Education: High School Diploma / GED / Secondary School required; Associate's Degree in business, finance or related field desired; Bachelor's Degree in business, finance or related field desired.
Frequently asked questions about Senior Banker at Bank of America
What does a Senior Banker at Bank of America do?expand_more
Day-to-day, the Senior Banker at Bank of America will serve as the first point of contact for financial center clients to uncover personal banking needs; provide consumer and small business solutions, services, and strategies to clients; leverage resources and technologies to optimize the client experience and deliver operational excellence; and adhere to established processes, laws, and guidelines for account opening and maintenance.
What are the requirements for this Senior Banker role?expand_more
To qualify for the Senior Banker at Bank of America position, applicants should have: Minimum of one year demonstrated sales experience; High School Diploma / GED / Secondary School or equivalent; Commissioned notary or ability to obtain notary commission in state of work; and Ability to work weekends and/or extended hours.
Where is the Senior Banker role at Bank of America located?expand_more
Senior Banker at Bank of America is based in 4, East 64th Street, Lenox Hill, Manhattan Community Board 8, Manhattan, New York County, New York, 10065, United States. This is a on-site role.
Is this Senior Banker job remote, hybrid, or on-site?expand_more
Bank of America has listed this Senior Banker role as on-site.
How much experience is required for this Senior Banker role?expand_more
Senior Banker at Bank of America typically requires 1+ years of relevant experience at the mid level level.
What skills do you need for the Senior Banker role at Bank of America?expand_more
Key skills for Senior Banker at Bank of America include Microsoft Applications; and Notary Commission.
What education is required for Senior Banker at Bank of America?expand_more
Educational requirements for this role: High School Diploma / GED / Secondary School required; Associate's Degree in business, finance or related field desired; and Bachelor's Degree in business, finance or related field desired.
What category does the Senior Banker role belong to?expand_more
Senior Banker at Bank of America is part of the sales job category on Recrutus.
About Bank of America
Bank of America, headquartered in Charlotte, North Carolina, operates as a major global financial institution within the banking industry. The organization provides a comprehensive suite of banking, investing, asset management, and risk management products and services. Its client base spans individual consumers, small to middle-market businesses, and large corporations, covering a wide spectrum of financial needs.
The company maintains approximately 56 million consumer and small business relationships within the United States. In the wealth management sector, it stands as a prominent player among the world's leading firms. Additionally, Bank of America holds a significant position as a global leader in corporate and investment banking as well as trading activities.
This entity focuses on delivering diverse financial solutions to a vast international audience. Its operations are supported by extensive resources and a broad service portfolio designed to meet the complex requirements of its diverse customer segments across the financial landscape.
Browse more roles: All Bank of America jobs, sales jobs on Recrutus.