Senior Banker
Company: Disability Solutions
Location: Newport Beach
Posted on: October 18, 2024
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Job Description:
Job Description:At Bank of America, we are guided by a common
purpose to help make financial lives better through the power of
every connection. Responsible Growth is how we run our company and
how we deliver for our clients, teammates, communities and
shareholders every day. One of the keys to driving Responsible
Growth is being a great place to work for our teammates around the
world. We're devoted to being a diverse and inclusive workplace for
everyone. We hire individuals with a broad range of backgrounds and
experiences and invest heavily in our teammates and their families
by offering competitive benefits to support their physical,
emotional, and financial well-being. Bank of America believes both
in the importance of working together and offering flexibility to
our employees. We use a multi-faceted approach for flexibility,
depending on the various roles in our organization. Working at Bank
of America will give you a great career with opportunities to
learn, grow and make an impact, along with the power to make a
difference. Join us!Job Description:This job is responsible for
serving as the first point of contact for financial center clients,
helping to uncover personal banking needs of both individual and
small business clients, offering appropriate solutions, and
connecting clients to specialists. Key responsibilities include
deepening client relationships through platform services,
supporting clients with self-service or transactional activities,
and providing exceptional client care. Job expectations include
proactively connecting with clients through outbound calls and
conducting consistent follow-up routines.The following laws or
regulations restrict or prohibit the hiring of individuals with
certain specified criminal history for the position: FDIC and Loan
Originators.Responsibilities:--- Partners with teams to provide
financial center clients with both consumer and small business
solutions, services, and strategies when uncovering personal
banking needs and helping clients navigate their unique life
priorities--- Assists, educates, and trains clients on conducting
simple transactions through self-service technologies--- Leverages
available resources, technologies, and processes to optimize the
client experience and deliver operational excellence and
accuracy--- Adheres to established processes, laws, and guidelines
in performing day-to-day activities, such as opening accounts,
account maintenance, and Digital Assisted Shopping--- Manages
client interactions by taking the best course of action for the
bank and its clients and abiding by all regulatory
requirementsRequired Qualifications:--- Has a minimum of one year
demonstrated sales experience in a relationship-oriented and
client-centric environment. In lieu of this requirement, 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.--- Is an 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.--- Is confident in identifying solutions for helping new and
existing clients based on their needs.--- Has strong written and
verbal communications skills.--- Is able to communicate effectively
and confidently, and is comfortable engaging all clients (in-person
and by phone).--- Has the 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
(exact timeframe varies by location due to differing state
laws).--- Can be flexible to work weekends and/or extended hours as
needed.Desired Qualifications:--- An 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
technologySkills:--- 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
ManagementMinimum Education Requirement:--- High School Diploma /
GED / Secondary School or equivalent Shift:1st shift (United States
of America)Hours Per Week: 40Pay Transparency detailsUS - CA -
Newport Beach - 500 Newport Center Dr - Newport Center (CA9165)Pay
and benefits informationPay range$24.00 - $30.67 hourly pay, offers
to be determined based on experience, education and skill
set.Formulaic incentive eligibleThis role is eligible to
participate in a formulaic incentive plan. Employees are eligible
for incentives as detailed by the specific line of business
incentive plan provisions. Formulaic plans may be comprised of
monthly, quarterly and/or annual incentive opportunities.
Incentives are earned based on the employee's performance against
defined metrics.BenefitsThis role is currently benefits eligible.
We provide industry-leading benefits, access to paid time off,
resources and support to our employees so they can make a genuine
impact and contribute to the sustainable growth of our business and
the communities we serve.
Keywords: Disability Solutions, Oxnard , Senior Banker, Accounting, Auditing , Newport Beach, California
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