Senior Banker II - Stapley and Baseline Financial Center

Bank of America•Mesa, AZ

20d•Onsite

About The Position

At Bank of America, the Senior Banker II helps uncover personal banking needs for individual and small business clients, offers appropriate 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 position works in an in-office financial center environment. The banker may be scheduled at any financial center within a reasonable distance and must be able to work weekends and/or extended hours. The role is designated at 5% travel and is scheduled for 40 hours per week on first shift.

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 and client interests.
Ability to collaborate effectively and build and nurture strong relationships.
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 confidently and engage clients in person and by phone.
Ability to learn and adapt to new information and technology platforms, handle ambiguity, and respond to changing circumstances.
Strong critical-thinking and problem-solving skills.
Effective time management, organization, prioritization, and ability to perform multiple tasks simultaneously.
Must be a commissioned notary or be able to obtain a notary commission in the state of employment within a few months of starting; timeframe varies by location and state law.
Must be able to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.

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 prior experience using laptop technology.
Skills: 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; Referral Management.

Responsibilities

Build and deepen client relationships by identifying financial needs and recommending suitable 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 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 serve clients with more complex financial needs.
Partner with teams to provide consumer and small business solutions, services, and strategies, helping clients navigate personal financial 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 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 in the best interests of the bank and clients while complying with regulatory requirements.