Senior Banker
Company: Bank of America
Location: Arcadia
Posted on: April 1, 2026
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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. 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 an
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. Bank of America is committed to
an in-office culture with specific requirements for office-based
attendance and which allows for an appropriate level of flexibility
for our teammates and businesses based on role-specific
considerations. 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: • 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 four months
of start date in role (five months for employees with a work
location of New York, six months for employees with a work location
of Nevada, eight months for employees with a work location of
California or Pennsylvania). • 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 MS 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 The following laws or regulations
restrict or prohibit the hiring of individuals with certain
specified criminal history for the position: FDIC; Loan Originators
Shift: 1st shift (United States of America) Hours Per Week: 40 Pay
Transparency details US - CA - Arcadia - 1234 S Baldwin Ave - WEST
ARCADIA BC (CA9107) Pay and benefits information Pay range $25.00 -
$31.37 hourly pay, offers to be determined based on experience,
education and skill set. Formulaic incentive eligible This 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. Benefits This 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: Bank of America, Aliso Viejo , Senior Banker, Sales , Arcadia, California
