Senior Banker II

Bank of America•Fort Worth, TX

5d•Onsite

About The Position

At Bank of America, this role helps individual and small business clients identify personal banking needs, provides suitable banking solutions, and connects clients with specialists. The work balances service requests and transactional activities, including in-person service and inbound calls. The Senior Banker II proactively engages clients, follows up consistently, and handles complex and diverse client interactions. The position is open across the market, with the specific financial center determined by business needs. A new hire trains at one financial center and may subsequently move to another location within a reasonable commuting distance of home, where permitted by law. Bank of America emphasizes an in-office culture for 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, a focus on results, and a commitment to acting in clients' best 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 successfully obtain a notary commission in the state of employment within a few months of starting; 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 qualification, 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 appropriate 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 client needs involving 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 from prior roles when interacting with clients who have more complex financial needs.
Partner with teams to provide consumer and small business solutions, services, and strategies, helping clients navigate their life priorities.
Assist, educate, and train clients in conducting simple transactions using self-service technologies.
Use available resources, technologies, and processes to optimize client experience and operational excellence and accuracy.
Follow established processes, laws, and guidelines for daily activities, including opening accounts, account maintenance, and Digital Assisted Shopping.
Manage client interactions by choosing appropriate courses of action for the bank and clients and complying with regulatory requirements.