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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 providing exceptional client care and support. Proficient in leveraging technology and resources to enhance client experiences while adhering to regulatory requirements.
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 ManagementSpreadsheet ProficiencyTime ManagementProblem-Solving Skills
Soft Skills
Effective CollaborationRelationship-Building SkillsStrong Work EthicAdaptabilityOrganizational Skills
Tools & Technologies
Microsoft ApplicationsSelf-Service TechnologiesLaptop Technology
Certifications & Qualifications
Notary Commission
Industry Keywords
Financial CenterClient-Centric EnvironmentRetail ExperienceSales Incentive EnvironmentAccount Opening Processes
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 and consistent follow-up
- 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 processes, laws, and guidelines for account opening, account maintenance, and Digital Assisted Shopping
- Manage client interactions in accordance with bank interests and regulatory requirements
Requirements
What you’ll need- Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
- Strong work ethic and focus on results
- Effective collaboration and relationship-building skills
- Strong written and verbal communication skills
- Comfortable engaging clients in person and by phone
- Ability to learn and adapt to new information and technology platforms
- 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, including at any financial center location within a reasonable distance
- Bilingual in English and Spanish required
- Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
- Associate's or Bachelor's Degree in business, finance, or a related field is desired
- Experience in a financial center where goals were met or exceeded is desired
- Retail and/or sales experience in a salary plus incentive environment is desired
- Experience with financial information, spreadsheets, and financial skills is desired
- Knowledge of banking products and services is desired
- Strong computer skills, including Microsoft applications and laptop technology, are desired
Benefits
Comp & perks- Affordable, competitive and flexible benefits
- Support for physical, emotional, and financial wellness
- Opportunities to learn, grow, and build a career
- In-office flexibility based on role-specific responsibilities and business needs