Senior Banker - Rotterdam Financial Center
$52,000–$65,250 year
On-site · Schenectady, New York, United States
Job Summary
Senior Banker at Bank of America in Rotterdam Financial Center focuses on serving as the first point of contact for financial-center clients, uncovering personal banking needs for individuals and small businesses, offering appropriate solutions, and connecting clients to specialists. Responsibilities include deepening client relationships through platform services, supporting self-service or transactional activities, leveraging resources to optimize the client experience, and adhering to regulatory requirements. The role emphasizes outbound follow-up, proactive client outreach, and delivering operational excellence across banking activities. Requires strong relationship-building, sales mindset, and the ability to communicate effectively with clients both in person and by phone; notary commission is required (or obtainable within a few months). Weekend/extended hours availability is noted.
Required Qualifications
- Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
- Confident in identifying solutions for helping new and existing clients based on their needs
- Strong written and verbal communications skills
- Able to communicate effectively and confidently with all clients (in-person and by phone)
- Ability to learn and adapt to new information and technology platforms, handle ambiguity and changing circumstances
- Notary commission in the state you work within a few months of start date (or ability to obtain)
- Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance
Desired Qualifications
- Associate's Degree or Bachelor's Degree in business, finance or a related field
- Retail and/or sales experience in a salary plus incentive environment
- Experience working in a financial center where goals were 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
- Client Experience
- Client Management
- Relationship Building
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Management
- Branding
- Advisory
- Problem Solving
- Account Management
- Client Solutions
- Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded
- Strong written and verbal communications skills
- Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances
- Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
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