Senior Banker II - Belmont Financial Center

Bank of America•Belmont, CA

2d•$26 - $33•Onsite

About The Position

The Senior Banker II helps individual and small business clients identify personal banking needs, offers appropriate solutions, and connects clients with specialists. The role balances client service requests and transactional activities, including in-person service and inbound calls. It involves proactively engaging clients, consistent follow-up, and managing complex, diverse client interactions. The position also draws on prior experience to assist clients with more complex financial needs while delivering a compliant, accurate, and positive client experience.

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 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 effectively 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 multitasking skills.
Must be a commissioned notary or be able to successfully obtain a notary commission in the state of employment within a few months of the start date; the 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.
High school diploma, GED, secondary school, or equivalent.
The role is subject to hiring restrictions related to specified criminal history under FDIC and Loan Originators regulations.

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 develop 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, including 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 work 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 conducting simple transactions through self-service technologies.
Use available resources, technologies, and processes to optimize the client experience and ensure 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 by choosing appropriate actions for the bank and its clients and complying with regulatory requirements.