Senior Banker

Bank of America

. Serve as the first point of contact for financial center clients .

Posted 9/29/2026full-timeRosemead • California • United StatesSenior💰 $26 - $32 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong client relationship management and sales skills, with a focus on identifying and providing tailored banking solutions. Proficient in leveraging technology and resources to enhance client experience while adhering to regulatory requirements.

Highest-signal resume keywords

Client Relationship ManagementSales ExperienceBanking Products KnowledgeStrong Communication SkillsNotary Commission

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Information AnalysisSpreadsheet ProficiencyBanking SolutionsSelf-Service Technology TrainingAccount Maintenance Processes

Soft Skills

Effective CollaborationProblem-SolvingTime ManagementAdaptabilityRelationship Building

Tools & Technologies

Microsoft ApplicationsLaptop Technology

Certifications & Qualifications

Notary Commission

Industry Keywords

Client-Centric EnvironmentFinancial CenterConsumer SolutionsOperational AccuracyDigital Assisted Shopping

About the role

Key responsibilities & impact

Serve as the first point of contact for financial center clients
Uncover personal banking needs of individual and small business clients
Offer appropriate banking solutions and connect clients to specialists
Deepen client relationships through platform services
Support clients with self-service and transactional activities
Provide exceptional client care
Proactively connect with clients through outbound calls
Conduct consistent follow-up routines
Partner with teams to provide consumer and small business solutions, services, and strategies
Assist, educate, and train clients on simple transactions through self-service technologies
Leverage resources, technologies, and processes to optimize client experience and operational accuracy
Follow established processes, laws, and guidelines for account opening, account maintenance, and Digital Assisted Shopping
Manage client interactions in accordance with bank and regulatory requirements

Requirements

What you’ll need

Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results
Effective collaboration and relationship-building skills
Passion, commitment, and drive to improve clients' financial lives
Ability to identify solutions for new and existing clients based on their needs
Strong written and verbal communication skills
Ability to engage clients in person and by phone
Ability to learn and adapt to new information and technology platforms
Ability to handle ambiguity and changing circumstances
Strong critical thinking and problem-solving skills
Effective time management, organization, prioritization, and multitasking skills
Must be a commissioned notary or successfully obtain a notary commission in the state of work within a few months of start date
Must be able to work weekends and/or extended hours and may be scheduled at any financial center within a reasonable distance
High School Diploma / GED / Secondary School or equivalent
Associate's or Bachelor's Degree in business, finance, or a related field preferred
Experience with financial information, spreadsheets, and financial skills
Knowledge of banking products and services
Strong computer skills, including Microsoft applications and laptop technology

Benefits

Comp & perks

Formulaic incentive plan with monthly, quarterly and/or annual incentive opportunities
Benefits eligibility
Paid time off
Resources and support to employees
In-office culture supporting collaboration, engagement, and career development
Opportunities to learn, grow, and make an impact