Senior Banker II - Dunwoody Financial Center

Bank of America•Atlanta, GA

4d•Onsite

About The Position

At Bank of America, the Senior Banker II helps uncover personal banking needs for individual and small business clients, recommends 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, following up consistently, and handling complex and diverse client interactions. The Senior Banker builds and deepens client relationships, responds to inquiries, introduces and fulfills banking products, and refers clients to partners for licensed sales functions. The role works with financial center teams to provide consumer and small business solutions, supports clients using self-service technologies, and uses available tools and processes to deliver an accurate, effective client experience while managing risk and complying with regulatory requirements. This is an in-office role with a first shift schedule of 40 hours per week. Weekend and/or extended-hours work may be required, and scheduling may include other financial center locations within a reasonable distance.

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 and comfort engaging 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 manage multiple tasks simultaneously.
Must be a commissioned notary or successfully obtain a notary commission in the state of work within a few months of starting; exact timeframe varies by location.
Must be able to work weekends and/or extended hours, which may include scheduling at another financial center within a reasonable distance.
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 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.

Responsibilities

Build and deepen client relationships by identifying 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 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.
Apply expertise to interactions involving clients with more complex financial needs.
Partner with teams to provide consumer and small business solutions, services, and strategies.
Assist, educate, and train clients on conducting simple transactions through self-service technologies.
Use available resources, technologies, and processes to improve the client experience and deliver operational accuracy.
Follow established processes, laws, and guidelines for activities such as 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.
Work weekends and/or extended hours as required, potentially at another financial center within a reasonable distance.