Senior Banker II - Fairington Road Financial Center

Bank of America•Lithonia, GA

7d•Onsite

About The Position

At Bank of America, the Senior Banker II helps individual and small business clients uncover personal banking needs, offers appropriate solutions, and connects clients with specialists. The role balances service requests and transactional activities, including in-person service and inbound calls, with proactive client outreach, consistent follow-up, and handling complex client engagements. The position works in a financial center and supports the bank’s in-office culture, collaboration, and client service goals.

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.
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 communicate 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, organization, prioritization, and ability to 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 role’s start date; timeframe varies by location and state law.
High school diploma, GED, secondary school credential, or equivalent.
Ability to work weekends and/or extended hours, including possible scheduling at another 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 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.
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 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 engage with clients who have 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 activities such as opening accounts, account maintenance, and Digital Assisted Shopping.
Manage client interactions in the best interests of the bank and its clients while meeting regulatory requirements.
Work weekends and/or extended hours as scheduled, potentially at a financial center within a reasonable distance.