Senior Banker II - Twin Rivers Financial Center

Bank of America•New Bern, NC

20h•Onsite

About The Position

At Bank of America, the Senior Banker II helps individual and small business clients uncover personal banking needs, offers appropriate solutions, and connects clients with specialists. The role balances service requests and transactional activities, including in-person and inbound-call delivery. It involves proactively connecting with clients, following up consistently, and managing complex and diverse client engagements. The Senior Banker II builds and deepens client relationships, responds to inquiries, introduces and fulfills banking products, and helps clients use self-service technologies. The role partners with teams and specialists to provide consumer and small business solutions, while using available resources and technology to deliver an accurate, effective client experience. The position requires adherence to established processes, laws, guidelines, and regulatory requirements. Bank of America describes its culture as inclusive and centered on Responsible Growth, collaboration, career development, and teammate wellness. The company is committed to an in-office culture, with role-specific flexibility based on responsibilities and business needs.

Requirements

At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results in the client's best interest.
Ability to collaborate effectively and build and nurture strong relationships.
Passion, commitment, and drive to improve clients' financial lives.
Confidence identifying solutions for new and existing clients based on their needs.
Strong written and verbal communication skills.
Ability to communicate confidently and engage clients in person and by phone.
Ability to learn and adapt to new information and technology platforms, handle ambiguity, and adapt to changing circumstances.
Strong critical-thinking and problem-solving skills.
Effective time-management, organization, prioritization, and multitasking skills.
Must be a commissioned notary or able to obtain a notary commission in the state of employment within a few months of the role's start date; exact timeframe varies by location and state law.
High school diploma, GED, secondary school, or equivalent.
Must be able to work weekends and/or extended hours.

Nice To Haves

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.
Retail and/or sales experience in a salary-plus-incentive environment.
Experience in an environment with individual and/or team goals that 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 using laptop technology.
Skills in 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, and referral management.

Responsibilities

Build and deepen client relationships by uncovering financial needs and recommending appropriate products, services, and solutions.
Respond to customer inquiries and concerns and create customized solutions.
Introduce and fulfill banking products, including checking and savings accounts, credit cards, CDs, IRAs, and loans.
Identify client needs for licensed sales functions and refer clients to partners, including Merrill, Lending, and Small Business.
Quote rates, terms, and programs for banking solutions.
Manage risk in business, product, and service transactions using available tools.
Use expertise from prior roles to engage with clients who have more complex financial needs.
Partner with teams to provide consumer and small business solutions, services, and strategies to financial center clients.
Assist, educate, and train clients on conducting simple transactions through self-service technologies.
Use available resources, technologies, and processes to optimize client experience and deliver operational excellence and accuracy.
Follow established processes, laws, and guidelines for day-to-day activities such as opening accounts, account maintenance, and Digital Assisted Shopping.
Manage client interactions by choosing appropriate courses of action for the bank and its clients and complying with regulatory requirements.
Work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.