Senior Banker - Cherry Road Financial Center

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. The role requires proactively connecting with clients through outbound calls and conducting consistent follow‑up routines. Responsibilities Partner 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. Assist, educate, and train clients on conducting simple transactions through self‑service technologies. Leverage available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy. Adhere to established processes, laws, and guidelines in performing day‑to‑day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping. Manage 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. In lieu of one year of sales experience, a prior role as 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. 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 clients’ financial lives. Confident in identifying solutions for helping new and existing clients based on their needs. Strong written and verbal communication skills. Effective communication with 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 obtain a notary commission in the state of work within a few months of start date in the role. Can be flexible to work weekends and/or extended hours as needed. 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 prior 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 Dormont Manufacturing Co