Senior Banker II - New Canaan Financial Center

Bank of America•New Canaan, CT

12d•Onsite

About The Position

At Bank of America, the Senior Banker II helps individual and small business clients identify personal banking needs, find appropriate solutions, and connect with specialists. The role balances service requests and transactional work, including in-person interactions and inbound calls. It involves proactively engaging clients, following up consistently, and managing complex and varied client interactions. The position is based at the New Canaan Financial Center and is part of the bank’s in-office culture, which supports collaboration, engagement, and career development. The Senior Banker II works with teams to provide consumer and small business solutions, services, and strategies; helps clients navigate their priorities; and educates them on self-service technology. The role uses available resources and processes to support an accurate, high-quality client experience while complying with applicable laws, regulations, and established procedures. This is a first-shift role scheduled for 40 hours per week. Pay is $26.00–$32.50 per hour, with offers based on experience, education, and skill set. The role is eligible for a formulaic incentive plan and benefits.

Requirements

At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment; alternatively, at least six months in a Bank of America Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) role.
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client’s best interest.
Ability to collaborate effectively and build and nurture strong relationships.
Passion, commitment, and drive to deliver experiences that 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 effectively 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 to meet client needs.
Effective time management and ability to organize, prioritize, and 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 starting the role; exact timing varies by location and state law.
Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance.
High School Diploma, GED, secondary school diploma, or equivalent.

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.

Responsibilities

Partner with teams to provide consumer and small business solutions, services, and strategies to financial center clients, uncovering their personal banking needs and helping them navigate life priorities.
Assist, educate, and train clients on conducting simple transactions through self-service technologies.
Use available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
Follow established processes, laws, and guidelines for day-to-day activities, including opening accounts, account maintenance, and Digital Assisted Shopping.
Manage client interactions by choosing an appropriate course of action for the bank and its clients and following regulatory requirements.
Respond to customer inquiries and concerns and create customized solutions through in-person interactions and inbound calls.
Proactively connect with clients and conduct consistent follow-up routines.
Balance service requests and other transactional activities.