Senior Banker II - Brighton Financial Center

Bank of America • Brighton, CO

10d • $26 - $33 • Onsite

About The Position

The Senior Banker II helps individual and small business clients identify personal banking needs, recommends appropriate solutions, and connects clients with specialists. The role balances service requests and transactional activities, including in-person service and inbound calls. It involves proactive client outreach, consistent follow-up, and managing complex and diverse client engagements.

The banker builds and deepens client relationships, responds to inquiries, introduces and fulfills banking products, and refers clients to partners for licensed sales needs. The role also manages transaction risk, supports clients with self-service technology, and follows established processes, laws, and regulatory requirements. The position is based at the Brighton Financial Center in Brighton, Massachusetts, and is an in-office role. The schedule is first shift, 40 hours per week, and requires availability for weekends and/or extended hours, including possible scheduling at nearby financial centers.

Requirements

• Minimum of 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 and client interests.
• Ability to collaborate effectively and build and nurture strong relationships.
• Passion, commitment, and drive to improve clients’ financial lives.
• Confidence identifying needs-based solutions for new and existing clients.
• Strong written and verbal communication skills.
• Ability to communicate confidently and effectively with 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 ability to perform multiple tasks simultaneously.
• Must be a commissioned notary or successfully obtain a notary commission in the state of employment within a few months of the start date; exact timing varies by location and state law.
• Must be able to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.
• High school diploma, GED, secondary school, or equivalent.
• Skills include 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.

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 prior experience using laptop technology.

Responsibilities

• Build and deepen client relationships by uncovering financial needs and recommending appropriate products, services, and solutions.
• Respond to client inquiries and concerns and create customized solutions.
• Introduce and fulfill banking products, including checking and savings accounts, credit cards, CDs, IRAs, and loans.
• Identify needs for licensed sales functions and refer clients to partners such as Merrill, Lending, and Small Business.
• Quote rates, terms, and programs for banking solutions.
• Manage risk in business, product, and service transactions using available tools.
• Serve clients with more complex financial needs by applying expertise from prior roles.
• Partner with teams to provide consumer and small business solutions, services, and strategies, helping clients navigate personal financial priorities.
• Assist, educate, and train clients in conducting simple transactions through self-service technologies.
• Use available resources, technologies, and processes to optimize client experience and operational accuracy.
• Follow established processes, laws, and guidelines for activities such as opening accounts, account maintenance, and Digital Assisted Shopping.
• Manage client interactions in the best interests of the bank and clients while complying with regulatory requirements.

Benefits

• Industry-leading benefits; this role is currently benefits eligible.
• Access to paid time off.
• Resources and support for employees.
• Eligibility to participate in a formulaic incentive plan, with incentives based on performance against defined metrics and possible monthly, quarterly, and/or annual opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED