Senior Banker II - Quail Roost Financial Center - English and Spanish Language Required

Bank of America•Miami, FL

3d•Onsite

About The Position

The Senior Banker II helps individual and small business clients identify 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 outreach, regular follow-up, and management of complex and diverse client engagements. The role works with clients to build relationships, understand their financial needs, and provide tailored solutions. The Senior Banker II also supports clients in using self-service technologies, delivers accurate and operationally sound transactions, and follows applicable processes, laws, and regulatory requirements. English and Spanish language skills are required. The position is based in a financial center and requires first-shift work for 40 hours per week, with weekends and/or extended hours possible, including assignments at nearby financial centers.

Requirements

At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
English and Spanish language proficiency.
Enthusiastic, highly motivated self-starter with a strong work ethic and 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 an experience that improves clients' financial lives.
Confidence identifying needs-based solutions for new and existing clients.
Strong written and verbal communication skills and comfort 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 multitasking skills.
Must be a commissioned notary or able to obtain a notary commission in the state of employment within a few months of the role's start date; exact timing varies by location and state law.
Ability to work weekends and/or extended hours, including possible scheduling at 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 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 identifying financial needs and recommending suitable products, services, and solutions.
Respond to client inquiries and concerns and develop customized solutions.
Introduce and fulfill banking products, including checking and savings accounts, credit cards, CDs, IRAs, and loans.
Identify needs involving 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 prior-role expertise to serve clients with 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 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 day-to-day activities such as account opening, account maintenance, and Digital Assisted Shopping.
Manage client interactions in the best interests of the bank and clients while complying with regulatory requirements.