Senior Banker
On-siteDallas, Texas, United States or Frisco, Texas, United States
Job Summary
Serve as the first point of contact for financial center clients by uncovering personal banking needs for individuals and small businesses, offering appropriate solutions, and connecting clients to specialists. Deepen client relationships through platform services while supporting self-service or transactional activities and providing exceptional client care. Proactively connect with clients via outbound calls and conduct consistent follow-up routines. Partner with teams to provide consumer and small business solutions, educate clients on simple transactions through self-service technologies, and leverage available resources to optimize the client experience. Adhere to established processes, laws, and guidelines for day-to-day activities such as opening accounts, account maintenance, and Digital Assisted Shopping. Manage client interactions by taking the best course of action for the bank and its clients while 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
- Can be flexible to work weekends and/or extended hours as needed
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
- 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
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