Senior Banker II - Castle Rock

Bank of America • Castle Rock, CO

13d • Onsite

About The Position

At Bank of America, the Senior Banker II helps individual and small business clients identify personal banking needs, recommends appropriate products and services, and connects clients with specialists. The role combines service requests and transactional work, including in-person and inbound-call support, with proactive client engagement, consistent follow-up, and complex client interactions. The position is open across the Castle Rock market; the specific financial center assignment is based on business needs. Teammates train at one financial center and may then move to another location within a reasonable commuting distance of home, as permitted by law. Bank of America describes its culture as inclusive and centered on responsible growth, collaboration, career development, and teammate wellness. The company maintains an in-office culture, with flexibility based on role 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 engage clients confidently 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 commissioned as a notary or successfully obtain a notary commission in the state of employment within a few months of the role's start date; exact timing varies by location and state law.
• Ability to work weekends and/or extended hours.
• High school diploma, GED, secondary school qualification, or equivalent.
• 40 hours per week; first shift.

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 or sales experience in a salary-plus-incentive environment.
• Experience working toward 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 identifying financial needs and recommending suitable products, services, and solutions.
• Respond to client inquiries and concerns and develop customized solutions.
• Introduce and fulfill banking products, including checking and savings accounts, credit cards, CDs, IRAs, and loans.
• Identify needs involving licensed sales functions and refer clients to partners in Merrill, Lending, and Small Business.
• Quote rates, terms, and programs for banking solutions.
• Manage risk in business, product, and service transactions using available tools.
• Apply expertise from prior roles when engaging with clients who have more complex financial needs.
• Partner with teams to provide consumer and small business solutions, services, and strategies, and help clients navigate life priorities.
• Assist, educate, and train clients in completing simple transactions through self-service technologies.
• Use available resources, technologies, and processes to improve the client experience and ensure operational excellence and accuracy.
• Follow established processes, laws, and guidelines when performing activities such as account opening, account maintenance, and Digital Assisted Shopping.
• Manage client interactions in the best interests of the bank and its clients while meeting regulatory requirements.
• Work weekends and/or extended hours, which may include assignments at any financial center within a reasonable distance.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Resources and support for employees.
• Formulaic incentive plan eligibility, with opportunities that may be monthly, quarterly, and/or annual and are earned based on performance against defined metrics.
• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.

What This Job Offers

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