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Senior Banker, Bilingual in English and Spanish
Bank of America. Serve as the first point of contact for financial center clients .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client relationship management and sales skills, with a focus on delivering exceptional client care and optimizing the client experience through effective communication and problem-solving. Proficient in banking products and services, with the ability to educate clients on self-service technologies and financial solutions.
Highest-signal resume keywords
Client Relationship ManagementSales ExperienceBilingual in English and SpanishStrong Communication SkillsNotary Commission
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Banking Products KnowledgeFinancial Information AnalysisSpreadsheets ProficiencySelf-Service Technology TrainingProblem-Solving Skills
Soft Skills
Relationship BuildingTime ManagementAdaptabilityCritical ThinkingEnthusiasm
Tools & Technologies
Microsoft ApplicationsLaptop Technology
Certifications & Qualifications
Notary Commission
Industry Keywords
Financial CenterClient-Centric EnvironmentRetail Sales ExperienceOperational ExcellenceAccount Maintenance
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 the client experience and deliver operational excellence and accuracy
- Follow established processes, laws, and guidelines for account opening, account maintenance, and Digital Assisted Shopping
- Manage client interactions in the best interest of the bank and clients while following 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
- Ability to collaborate effectively and build and nurture strong relationships
- Passion, commitment and drive to improve clients' financial lives
- Confidence identifying solutions based on client needs
- Strong written and verbal communication skills
- Ability to communicate effectively and confidently with all 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 and organizational skills
- Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date
- Must be able to work weekends and/or extended hours
- May be scheduled at any financial center location within a reasonable distance
- Bilingual in English and Spanish required
- High School Diploma / GED / Secondary School or equivalent
- Must work 40 hours per week
- Desired: Associate's Degree or Bachelor's Degree in business, finance or related field
- Desired: Experience working in a financial center where goals were met or exceeded
- Desired: Retail and/or sales experience in a salary plus incentive environment
- Desired: Experience with individual and/or team goals
- Desired: Experience with financial information, spreadsheets and financial skills
- Desired: Knowledge of banking products and services
- Desired: Strong computer skills, including Microsoft applications and laptop technology
Benefits
Comp & perks- Affordable, competitive and flexible benefits
- Support for physical, emotional, and financial wellness
- Opportunities to learn, grow, and make an impact
- Career development opportunities
- Full-time schedule
- 40 hours per week