Financial Center Client Representative

Job Description

Senior Banker – Johnston-Willis Financial Center | Bank of America

The Tone:
This is a full-time role at Bank of America, located in Virginia, USA. Bank of America is guided by a common purpose to help make financial lives better through the power of every connection, driving Responsible Growth and delivering for clients, teammates, communities, and shareholders. This role is crucial as the first point of contact for financial center clients, helping to identify and address personal banking needs for individuals and small businesses, and connecting them with appropriate solutions and specialists. It contributes to deepening client relationships and fostering a culture of caring and inclusive growth within the company.

The TL;DR
• Role: Full Time
• Type: Full-time, 1st shift, 40 hours per week
• Location: In-person, Virginia, USA
• Pay: $25.97–$31.75 hourly
• Mission: Serve as the primary contact for clients, uncover personal banking needs, offer solutions, and connect clients to specialists to deepen relationships.
• Tech Stack: Microsoft applications, laptop technology

What You’ll Actually Do
• Client Engagement: Serve as the first point of contact for financial center clients to uncover personal banking needs for individuals and small businesses.
• Solution Provision: Offer appropriate financial solutions and connect clients to specialists to address their unique life priorities.
• Client Support: Assist, educate, and train clients on conducting simple transactions through self-service technologies.
• Relationship Deepening: Proactively connect with clients through outbound calls and consistent follow-up routines to strengthen relationships.
• Operational Compliance: Adhere to established processes, laws, and guidelines for activities such as opening accounts, account maintenance, and Digital Assisted Shopping.

The Must-Haves
• Background: High School Diploma / GED / Secondary School or equivalent, with a focus on relationship-oriented and client-centric sales.
• Experience: Minimum of one year demonstrated sales experience in a client-centric environment. Ability to obtain a commissioned notary in the state of work within a few months of the start date.
• Skills: Active Listening, Strong Written and Verbal Communications, Critical Thinking and Problem-Solving, Effective Time Management, Relationship Building.
• Bonus: Associate’s or Bachelor’s Degree in business, finance, or a related field. Experience working in a financial center where goals were met or exceeded. Knowledge of banking products and services. Strong computer skills, including Microsoft applications.