Senior Banker - Capital Boulevard Financial Center
Bank of America ATM
Overview At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. 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. 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 requirements Required Qualifications 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, 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 Confident in identifying solutions for helping new and existing clients based on their needs Strong written and verbal communications skills Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone) 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) 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 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 technology Skills 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 Management Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent Shift 1st shift (United States of America) Hours Per Week 40 #J-18808-Ljbffr Bank of America
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both...FinancialSeniorWork at officeFlexible hoursShift workWeekend workDay shift
- ...deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that... ...in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the...FinancialShift workWeekend workDay shift
- Job Overview 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....FinancialSeniorWork at officeShift workWeekend workDay shift
- Bank of America is seeking a client-focused professional to act as the first point of contact for financial center clients, uncover personal banking needs, and connect them to specialists. You will deepen relationships and assist with self-service or transactional activities...FinancialSeniorWeekend work
- ...company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative... ...appropriate recommendations, and submit referrals to banking center team members or line of business partners. Utilize...FinancialSeniorWork at officeLocal areaDay shift
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- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives...FinancialWork at officeFlexible hoursShift workWeekend workDay shift
- ...heavy external outreach, with about 75% of business sourced via calling and 60-70% of time spent outside the office. You will analyze financial statements, support credit underwriting and collaborate with treasury management and other partners to grow a creditworthy...FinancialSeniorWork at office
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...Overview Senior Business Analysis Manager, Capital One Shopping (Remote-Eligible) Summary: As a Senior Manager, Business Analysis at Capital One... ...experience in product development ~2+ years of experience in financial modeling ~2+ years of experience in economic...FinancialSeniorFull timeTemporary workPart timeLocal areaRemote workShift work- ...and providing exceptional member service. The Senior Specialist operates within a high-volume, multi-channel contact center environment, ensuring all activities strictly... .... Assistance: Utilize negotiation and financial counseling techniques to secure Promises-to-Pay...FinancialSeniorTemporary workWork at officeRemote work
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...executive briefings at our Executive Briefing Center (EBC). You will play a critical role in... ...a white-glove, high-touch experience for senior-level attendees Ensuring brand... ...program including a focus on mental and financial wellness; Eligibility requirements apply....FinancialSeniorWork experience placement$50 - $60 per hour
A leading technology firm is seeking a Senior Private Banker to join their team in North Carolina. The role involves training AI models and evaluating the quality of their outputs, requiring expert financial reasoning and proficiency in areas such as financial analysis...FinancialSeniorRemote jobHourly payContract work$125k - $180k
...forecasts to ensure compliance with all project and corporate financial objectives. You’ll identify cost variances, potential risks, and... ...5 years in a leadership or managerial role supporting large capital or industrial projects. Strong knowledge of budgeting, forecasting...FinancialSeniorLive inLocal areaFlexible hours$126.8k - $244k
...leadership. The opportunity The banking and capital markets (BCM) sector is undergoing rapid... ..., and workforce capabilities. As a Senior BCM Analyst at EY, you will be an expert... ...absence when needed to support your physical, financial, and emotional well-being. Are you ready...FinancialSeniorSummer holidayLocal areaFlexible hours- ...ensuring alignment across functions and senior leaders. \ As a Senior Associate in the... ...care coverage, on‑site health and wellness centers, a retirement savings plan, backup... ...tuition reimbursement, mental health support, financial coaching and more. Additional details...FinancialSeniorWork experience placement
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Job Title Senior Director of Development, Fisher College Of Business, Keenan Center for Entrepreneurship Department Advancement | Development Constituency Fundraising... ...in marketing, sales, public relations, financial advisement, account management or related field...FinancialSeniorCasual workWork at officeWorldwideShift workNight shiftDay shiftAfternoon shift$209k - $238.5k
Senior Manager, Premium Support Engineer (Databolt) - Capital One Software (Remote) Summary As a Premium Support Engineer, you will be the primary technical authority... ...highly regulated (PCI-DSS, GDPR, CCPA) financial service environments. 7+ years of experience troubleshooting...FinancialSeniorRemote jobFull timePart timeLocal area$126.2k - $264.1k
...Leads and manages the construction of data centers by colocation providers, ensuring... ..., and communicates potential impacts to senior management. Oversees the primary point of... ...assistance # Employee Stock Purchase Plan # Financial planning and group legal # Voluntary...FinancialSeniorContract workTemporary workFor contractorsFlexible hours$126.8k - $244k
...leadership. The opportunity The banking and capital markets (BCM) sector is undergoing rapid... ..., and workforce capabilities. As a Senior BCM Analyst at EY, you will be an expert... ...when needed to support your physical, financial, and emotional well-being. Are you ready...FinancialSeniorSummer holidayLocal areaFlexible hours- ...help to build a better working world. Service Delivery Center, Technology, Tester, Senior The EY SDC QA Tester will work closely with the Application... ...leaves of absence when needed to support your physical, financial, and emotional well‑being. We offer a comprehensive...FinancialSeniorSummer holidayFlexible hours
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