Home
/
Account Management
/
Senior Banker - Park St Financial Center
Senior Banker - Park St Financial Center-May 2024
Hartford
May 9, 2025
ABOUT MERRILL
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. We focus on helping all clients pursue the
10,000+ employees
Financial Services
VIEW COMPANY PROFILE >>
About Senior Banker - Park St 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. 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 role is responsible for working full-time within a financial center to uncover the personal banking needs of both individual and small business clients, either by phone or in person, by offering appropriate financial solutions and services as well as connecting them to specialists. The Senior Banker will focus the majority of their time working with financial center teammates to deepen client relationships through platform services and supporting clients with self-service and transactional activities where needed. They report to the Financial Center Managers to ensure adherence to operational compliance policies and procedures. Senior Bankers work in assigned financial centers and partner closely with financial center employees as part of one team that delivers exceptional client care. The Senior Banker will not provide investment and liability management advice and solutions. They proactively connect with clients through outbound calls, and execute consistent follow-up routines to meet their needs. Employees in this role must have the ability to effectively balance financial center performance, operational risk, and client relationship care. This is a 40-hr work week position.

  A Senior Banker (responsibilities):

  • Establishes relationships with individual and small business clients

  • Develops partnership routines to meet client needs and engages in conversation to create awareness with clients on all their financial needs

  • Collaborates with partners in order to meet clients' financial needs

  • Manages schedule to meet client demands

  • Executes the bank's risk culture and strives for operational excellence

  You're a person who (required skills):

  • 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 (six months for employees with a work location of NV, eight months for employees with a work location of CA, NY or PA).

  • Can be flexible to work weekends and/or extended hours as needed.

  You'll be more prepared if you have (desired skills):

  • 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 Used in this Role:

  • Active Listening

  • Business Acumen

  • Client and Customer Focus

  • Oral Communications

  • Problem Solving

  • Account Management

  • Client Experience Branding

  • Client Solution Advisory

  • Business Development

  • Pipeline Management

  • Prospecting

  • Referral Identification

  • Referral Management

  Shift:

  1st shift (United States of America)

  Hours Per Week:

  40

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Account Manager
Company Description Checkout.com is one of the most exciting fintechs in the world. Our mission is to enable businesses and their communities to thrive in the digital economy. We’re the strategic pay
Area Manager
Futures start here. Where first steps, new friendships, and confident learners are born. At KinderCare Learning Companies, the first and only early childhood education provider recognized with the Ga
Senior Banker - Embassy Financial Center - Spanish Preferred
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
GPS Engagement Financial Advisor, Consultant
Position Summary GPS Engagement Financial Advisors - Consultant GPS EFA Practice: Deloitte's Government and Public Services (GPS) Engagement Financial Advisor (EFA) Practice is comprised of finance p
Cardio-Territory Account Specialist - Elgin, IL- Remote
About the Role This is a field-based and remote opportunity. About the Role: 10 major new medicines planned for launch over the next few years creating new career opportunities for those who want to
Pharmacy Account Manager
Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced
ContiTech_Distribution Regional Sales Japan, Industrial Solutions APAC
Job Description Ensure the business of One ContiTech product/components/services in the market of the business region Japan in compliance with the strategy of the segment in order to achieve targeted
Relationship Banker - Town n Country 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. Responsible Growth is how we run our company and how
Video Campaign Manager
We are Outbrain. We’re one of the world’s largest content recommendation platforms, delighting audiences with engaging, personalized content recommendations while serving as the primary engagement pa
Supply Chain Fleet Associate Analyst - Cairo Business Services
Overview This role has the overall responsibility for account management, rules Management and systems Maintenance, manage suppliers, carriers, customers and manage daily issues.This role is focussed
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved