Senior Banker II

Bank of America • Lake Arrowhead, CA

6d • $26 - $33 • Onsite

About The Position

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

The position builds and deepens client relationships by identifying financial needs and recommending relevant banking products, services, and solutions. It also supports clients with transactions and self-service technologies, coordinates with specialist partners, and follows established operational, legal, and regulatory requirements. The position is based at the Lake Arrowhead financial center in California and is an in-office role. It is a 40-hour-per-week, first-shift position and is eligible for a formulaic incentive plan and company benefits.

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 and confidence engaging 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 handle 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, which may include scheduling at any financial center within a reasonable distance.
• High school diploma, GED, secondary school credential, 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 working 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

• 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 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.
• Handle client engagements involving increased complexity of financial needs, applying expertise from a prior role.
• Partner with teams to provide consumer and small business solutions, services, and strategies to financial center clients.
• Assist, educate, and train clients in 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 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.
• Conduct consistent client follow-up and balance service requests with transactional activities, including in-person and inbound-call delivery.

Benefits

• Benefits eligibility
• Paid time off
• Resources and support for employees
• Formulaic incentive plan eligibility, with incentive opportunities based on performance against defined metrics

What This Job Offers

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