Senior Banker II - Rocky Point Financial Center

Bank of America • Rocky Point, MS

2d • $26 - $33 • Onsite

About The Position

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

The Senior Banker II builds and deepens client relationships, responds to inquiries, recommends and fulfills banking products, and refers clients to partners for licensed sales needs. The role also supports clients with self-service technologies and works with teams to provide consumer and small business solutions. The position requires accurate, risk-aware work in accordance with established processes, laws, guidelines, and regulatory requirements.

This is an in-office financial center role at the Rocky Point Financial Center. It is a first-shift position scheduled for 40 hours per week. Employees must be able to work weekends and/or extended hours, and may be scheduled at another financial center within a reasonable distance.

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, focus on results, and commitment to acting in the client’s best interest.
• Ability to collaborate effectively and build and nurture strong relationships.
• Passion, commitment, and drive to deliver an experience that improves clients’ financial lives.
• Confidence identifying needs-based solutions for new and existing clients.
• Strong written and verbal communication skills.
• Ability to communicate effectively and 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 skills 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 the start date; the exact timeframe varies by location and state law.
• Must be able to work weekends and/or extended hours, which may include scheduling at any financial center location within a reasonable distance.
• High school diploma, GED, secondary school education, 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 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 suitable 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 client 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.
• Use expertise from prior roles to serve clients with more complex financial needs.
• Partner with teams to provide consumer and small business solutions, services, and strategies tailored to clients’ personal banking needs and life 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 excellence and accuracy.
• Follow established processes, laws, and guidelines for 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 complying with regulatory requirements.

Benefits

• Access to paid time off.
• Industry-leading benefits and resources and support for employees.
• Eligibility to participate in a formulaic incentive plan with opportunities that may be monthly, quarterly, and/or annual, based on performance against defined metrics.

What This Job Offers

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