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Senior Banker - Starmount Financial Center

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

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
  • In lieu of one year of sales experience, 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
  • 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)
  • 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 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

Average salary estimate

$60000 / YEARLY (est.)
min
max
$50000K
$70000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Senior Banker - Starmount Financial Center, GHR

At Starmount Financial Center in Charlotte, North Carolina, a fantastic opportunity awaits you as a Senior Banker at Bank of America! In this exciting role, you'll be the first point of contact for our financial center clients, helping to uncover their personal banking needs, whether they are individuals or small businesses. Your passion for helping clients will shine as you offer tailored solutions and connect them with specialists when necessary. Expect to deepen client relationships by providing exceptional care and support, guiding them through self-service options, and ensuring a seamless experience. You'll proactively reach out to clients, conducting follow-ups to ensure their needs are met promptly. Your day will involve collaborating with your teammates to deliver outstanding banking services, all while adhering to established processes and legal guidelines. If you have a knack for building relationships, coupled with a strong sales background, you're the kind of enthusiastic self-starter we’re looking for! We prize diversity and inclusiveness, and at Bank of America, we prioritize not just our business goals but also the wellness of our teammates. Here, your career can thrive, and you can really make an impact while learning and growing alongside us. Join our mission to make financial lives better—apply today for your future at Starmount Financial Center!

Frequently Asked Questions (FAQs) for Senior Banker - Starmount Financial Center Role at GHR
What are the key responsibilities of a Senior Banker at Starmount Financial Center?

As a Senior Banker at Starmount Financial Center, your main responsibilities include serving as the first contact for clients, uncovering their personal banking needs, and offering appropriate solutions. You'll also assist clients with transactions through self-service technologies while collaborating with your team to provide tailored services and strategies for both personal and business clients.

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What qualifications are required for the Senior Banker position at Starmount Financial Center?

To qualify for the Senior Banker position at Starmount Financial Center, you need at least one year of sales experience in a client-centric environment or relevant roles previously at Bank of America. Strong communication skills, ability to engage clients effectively, and a commitment to serving clients' needs are essential. An Associate’s or Bachelor’s degree in business or finance is preferred.

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Can you describe the work environment for a Senior Banker at Starmount Financial Center?

The work environment for a Senior Banker at Starmount Financial Center is dynamic and client-focused, emphasizing teamwork and collaboration. You will engage with clients directly, adapting to their needs and providing solutions in a bustling financial center. The company also promotes a diverse and inclusive workplace, ensuring a supportive atmosphere for all team members.

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What skills are necessary to excel as a Senior Banker at Starmount Financial Center?

To excel as a Senior Banker at Starmount Financial Center, you should possess strong listening skills, business acumen, and client management abilities. Being proactive, having sound problem-solving skills, and the ability to communicate effectively both verbally and in writing will be crucial. A good understanding of banking products and technologies is also beneficial.

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What opportunities for career growth does a Senior Banker have at Starmount Financial Center?

As a Senior Banker at Starmount Financial Center, you'll have ample opportunities for career growth. Bank of America encourages continuous learning, providing paths for advancement within the organization. With dedicated support for wellness and professional development, you can build a rewarding career while actively contributing to impactful client experiences.

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Common Interview Questions for Senior Banker - Starmount Financial Center
What do you believe is the most important quality for a Senior Banker?

The most important quality for a Senior Banker is the ability to build strong relationships with clients. This includes actively listening to their needs, providing personalized solutions, and maintaining regular communication to ensure their financial goals are being met. A genuine commitment to client service is essential.

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How would you handle a difficult client interaction?

In a difficult client interaction, I would first listen attentively to the client's concerns without interrupting. After understanding their perspective, I would empathize with their situation and reassure them that I'm here to help. Then, I would work collaboratively to find a solution that addresses their needs while aligning with bank policies.

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Can you describe a time when you successfully deepened a client relationship?

Certainly! In my previous role, I identified a client's unmet financial needs during a routine check-in. By taking the initiative to follow up with tailored solutions, I was able to expand our services, ultimately increasing client satisfaction and fostering loyalty. This not only benefited the client but also contributed to the bank's growth.

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How do you prioritize tasks in a busy financial center environment?

In a busy environment, I prioritize tasks by identifying urgent client needs and aligning them with business goals. I utilize lists and digital tools for task management, constantly reassessing priorities based on client interactions. This approach helps me stay organized while ensuring excellent client care.

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What strategies do you use to meet your sales targets?

To meet sales targets, I focus on understanding clients' financial goals and proactively offering tailored solutions. I prioritize building rapport and trust with clients, which encourages referrals and repeat business. I also analyze my sales metrics to identify areas for improvement and adjust my strategies accordingly.

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Explain how you would educate a client about self-service banking options.

I would approach client education about self-service options with patience and clarity. First, I'd listen to their concerns and then explain the benefits of available technologies. I would walk them through the process step-by-step, ensuring they feel comfortable and confident using self-service options for their transactions.

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What do you think sets Bank of America apart from other financial institutions?

Bank of America stands out due to its commitment to growth that prioritizes client experiences while maintaining a diverse and inclusive environment. The focus on community impact and the array of resources the bank offers clients places it in a unique position in the financial sector.

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Describe your approach to collaborating with a team in a financial center.

My approach to teamwork involves open communication and mutual respect. I believe in leveraging each team member's strengths to achieve our goals collectively. I actively participate in team meetings to share insights, support colleagues, and foster a collaborative atmosphere that leads to exceptional client outcomes.

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How do you stay updated on banking products and services?

I stay updated on banking products and services through continuous learning. I regularly participate in training sessions offered by the bank, follow industry news, and engage in professional networking. Staying informed helps me provide clients with accurate and relevant information when discussing their banking options.

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Why do you want to work as a Senior Banker at Starmount Financial Center?

I want to work as a Senior Banker at Starmount Financial Center because I'm passionate about helping clients improve their financial lives. The bank's commitment to diversity, continuous learning, and community impact resonates with my values, and I see it as an opportunity to grow my career while making a meaningful contribution.

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EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
March 30, 2025

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