Senior Banker II - Stateline Station Financial Center

Bank of America•Kansas City, MO

13d•Onsite

About The Position

At Bank of America, Senior Banker II helps individual and small business clients identify personal banking needs, offers suitable solutions, and connects clients with specialists. The role balances service requests and transactional work, including in-person service and inbound calls, with proactive client engagement, consistent follow-up, and handling complex and diverse client interactions. The position is open across the market, and the specific Financial Center will be assigned according to business needs. Successful candidates train at one financial center and may then move to another location within a reasonable commuting distance of home, as permitted by law. Bank of America supports an in-office culture focused on collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

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 clients’ best 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 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 skills and ability to organize, prioritize, and perform multiple tasks simultaneously.
Commissioned notary, or ability to successfully obtain a notary commission in the state of employment within a few months of starting, with the exact timeframe varying 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, or equivalent.
Ability to work a 1st shift schedule; position is listed at 40 hours per week.

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 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 uncovering financial needs and recommending appropriate products, services, and solutions.
Respond to customer inquiries and concerns and create customized solutions.
Introduce and fulfill banking products, including checking and savings accounts, credit cards, CDs, IRAs, and loans.
Identify client needs involving 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, 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 in daily activities, including account opening, account maintenance, and Digital Assisted Shopping.
Manage client interactions by taking the best course of action for the bank and clients while complying with regulatory requirements.