Senior Banker II - Dunwoody Financial Center

Bank of America • Atlanta, GA

5d • Onsite

About The Position

At Bank of America, the Senior Banker II helps uncover personal banking needs of individual and small business clients, offers appropriate solutions, and connects clients to specialists. The role balances service requests with transactional activities, including in-person and inbound call delivery. It involves proactively connecting with clients, conducting consistent follow-up, and handling complex client engagements. The position is based in a financial center and follows an in-office culture intended to support collaboration, engagement, and career development.

Requirements

• Minimum of 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 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 handle multiple tasks simultaneously.
• Must be a commissioned notary or able to obtain a notary commission in the state of employment within a few months of starting; exact timing varies by location and state law.
• Must be able to work weekends and/or extended hours, which may include assignment to any financial center location within a reasonable distance.
• Minimum education requirement: High School Diploma, GED, Secondary School, 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 working 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 previous experience using laptop technology.
• Skills: 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; Referral Management.

Responsibilities

• Build and deepen client relationships by identifying 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 needs for 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.
• Engage with clients who have more complex financial needs, applying expertise from prior roles.
• Partner with teams to provide consumer and small business solutions, services, and strategies, and help clients navigate personal 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 daily activities such as opening accounts, account maintenance, and Digital Assisted Shopping.
• Manage client interactions in the best interests of the bank and clients while complying with regulatory requirements.

Benefits

• Bank of America describes its benefits as affordable, competitive, and flexible, and says it supports teammates’ physical, emotional, and financial wellness.

What This Job Offers

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