Senior Banker II - Sharon Financial Center

Bank of America • Sharon, VT

5d • $26 - $33 • Onsite

About The Position

At Bank of America, the Senior Banker II helps individual and small business clients uncover personal banking needs, offers suitable solutions, and connects clients with specialists. The role balances service requests and transactional activities, including in-person interactions and inbound calls. It involves proactively engaging clients, following up consistently, and managing complex and diverse client engagements.

The Senior Banker II builds and deepens client relationships by identifying financial needs and recommending relevant products and services. The role supports consumer and small business clients, explains banking solutions, helps clients use self-service technologies, and uses available resources and processes to provide an accurate, effective client experience. The position follows applicable processes, laws, guidelines, and regulatory requirements.

This is an in-office role based at the Sharon Financial Center. The schedule is first shift, 40 hours per week, and includes required weekend and/or extended-hour availability. The position pays $26.00–$32.50 per hour, with offers determined by experience, education, and skill set, and is eligible for a formulaic incentive plan. The role is benefits eligible.

Requirements

• At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
• Must be a commissioned notary or be able to successfully obtain a notary commission in the state of employment within a few months of starting; the timeframe varies by location due to state laws.
• Must be able to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.
• Strong written and verbal communication skills, including the 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 and the ability to organize, prioritize, and perform multiple tasks simultaneously.
• High school diploma, GED, secondary school, or equivalent.
• Demonstrated motivation, strong work ethic, focus on results, and commitment to acting in the client's best interest.
• Ability to collaborate effectively and build and nurture strong relationships.
• Confidence identifying solutions for new and existing clients based on their needs.

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 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 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 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.
• 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, and help clients navigate their priorities.
• Assist, educate, and train clients on completing 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 such as opening accounts, account maintenance, and Digital Assisted Shopping.
• Manage client interactions by choosing an appropriate course of action for the bank and clients while meeting regulatory requirements.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Resources and support for employees.
• Formulaic incentive plan eligibility, with incentives based on performance against defined metrics.

What This Job Offers

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