Senior Banker II - North Academy

Bank of America • Colorado Springs, CO

13d • Onsite

About The Position

The Senior Banker II helps individual and small business clients identify their personal banking needs, recommends appropriate banking solutions, and connects clients with specialists. The role balances client service requests and transactional activities, including in-person service and inbound calls. It involves proactive client engagement, consistent follow-up, and handling complex client interactions.

The position is open across the market. The specific financial center assignment is based on business needs; the employee may train at one financial center and later move to another location within a reasonable commuting distance of home, as permitted by law. Bank of America describes its culture as in-office, with expectations and flexibility based on role responsibilities and business needs.

Requirements

• At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
• Enthusiasm, self-motivation, a strong work ethic, and a focus on results and acting in the client's best interest.
• Ability to collaborate effectively and build and nurture strong relationships.
• Commitment and drive to deliver experiences that improve clients' financial lives.
• Confidence identifying needs-based solutions for new and existing clients.
• Strong written and verbal communication skills, including 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 manage 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 role's start date; the timeframe varies by location due to state laws.
• Must be able to work weekends and/or extended hours, which may include assignment to any financial center 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 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 prior experience using laptop technology.
• Skills in active listening, business acumen, customer and client focus, oral communications, problem solving, account management, client experience, branding, client management, client solutions advisory, relationship building, business development, pipeline management, prospecting, referral identification, and referral management.

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 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.
• 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 their priorities.
• Assist, educate, and train clients in using self-service technologies for simple transactions.
• Use available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
• Follow established processes, laws, and guidelines in daily activities, including 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

• Access to paid time off.
• Affordable, competitive, and flexible benefits supporting employees' physical, emotional, and financial wellness.
• Resources and support for employees.

What This Job Offers

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