Home
/
Comprehensive
/
Senior Banker
Senior Banker-March 2024
Portland
Mar 28, 2026
ABOUT BANK OF AMERICA
Bank of America is a leading financial institution, serving consumers, small businesses, and large corporations with a full range of banking, investing, and other financial products and services.
10,000+ employees
Financial Services
VIEW COMPANY PROFILE >>
About Senior Banker

  Senior Banker

  Portland, Oregon

  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

  Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

  To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

  To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

  Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

  To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .

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
Actuarial Data Engineer (Remote Consideration)
Alternate Locations: Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Omaha, NE (Nebraska); Work from
Contract Support Associate
Contract Support Associate Job ID 151152 Posted 18-Jan-2024 Service line GWS Segment Role type Full-time Areas of Interest Accounting/Finance, Administrative, Building Management, Engineering/Mainten
Trading Fee Controller Analyst
Are you interested in getting insight into controlling Morgan Stanley’s trading fees? We are looking for a new colleague to join our Brokerage and Clearing team based in Budapest. You can work closel
Cardiothoracic Anesthesia Division Chief Physician
Salary Range $480,000 - $490,000 Catholic Health Initiatives (CHI) is a part of CommonSpirit Health?, a nonprofit, Catholic health system committed to building healthier communities, advocating for t
Registered Nurse - RN
PURPOSE AND SCOPE: The professional registered nurse Outpatient RN CAP 1 is an entry level designation into the Clinical Advancement Program (CAP). This position is accountable and responsible for th
Case Worker, Therapy
We are recruiting for a Case Worker, Therapy to join our team! We are here for life's journey.Where is your life journey taking you? Being the heartbeat of Denver means our heart reflects something b
Crew Lead / Tree Climber
Job Summary The General Tree Care Team are the muscle of our operation. These industrial athletes work together to provide high-quality tree care, helping to maintain and preserve the overall health
Shift Manager - FT
Employer: DRM Inc. Why should you join the DReaM Team? To be part of a family focused culture that allow you flexibility in your schedule to achieve your family dreams, improve your quality of life,
Patient Flow Assistant - Labor and Delivery
Requisition Number: 506609 Why North Memorial Health? At North Memorial Health you will be a valuable member of our inclusive and nurturing team that values professional growth, offering big benefits
Security Officer - Secret Clearance
Allied Universal®, North America’s leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workp
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved