Senior Banker II - Chatsworth Industrial Financial Center - Spanish Preferred

Bank of America • Chatsworth, GA

23d • $26 - $33 • Onsite

About The Position

At Bank of America, the Senior Banker II helps individual and small business clients identify personal banking needs, recommends appropriate solutions, and connects clients with specialists. The role balances service requests and transactional activities, including in-person service and inbound calls. It involves proactive client outreach, consistent follow-up, and managing complex client engagements.

The Senior Banker II builds and deepens client relationships, responds to inquiries, introduces banking products, and supports clients in using self-service technologies. The role collaborates with teams and partners to provide consumer and small business solutions while maintaining operational accuracy and complying with applicable processes, laws, guidelines, and regulatory requirements. The position is based at the Chatsworth Industrial Financial Center and requires in-office work, with scheduling that may include other nearby financial center locations.

Requirements

• At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
• Enthusiasm, strong motivation, self-starting ability, a strong work ethic, and a focus on results and client interests.
• 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; ability to engage clients confidently in person and by phone.
• Ability to learn and adapt to new information and technology platforms, handle ambiguity, and adjust to changing circumstances.
• Strong critical-thinking and problem-solving skills.
• Effective time-management and organizational skills, including prioritizing and performing multiple tasks simultaneously.
• Must be a commissioned notary or able to obtain a notary commission in the work state within a few months of starting; exact timing 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.
• High school diploma, GED, secondary school, or equivalent.
• Strong 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.

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.
• Spanish preferred.

Responsibilities

• Build and deepen client relationships by uncovering financial needs and recommending suitable products, services, and solutions.
• Respond to client inquiries and concerns, creating 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.
• Serve clients with more complex financial needs, drawing on expertise from prior roles.
• 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 using 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 daily activities, including 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.

Benefits

• Benefits eligibility
• Paid time off
• Resources and support for employees
• Formulaic incentive plan eligibility, with potential monthly, quarterly, and/or annual incentives based on performance against defined metrics

What This Job Offers

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