Senior Banker II - Broomfield

Bank of America•Broomfield, CO

8d•$26 - $33•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 and other transactional activities, including in-person and inbound-call delivery. It involves proactively connecting with clients, conducting consistent follow-up, and managing complex and diverse client engagements. The position is open across the Broomfield market, with the specific financial center location determined by business needs. The employee will train at one financial center and may then move to another location within a reasonable commuting distance of home, to the extent permitted by law. Bank of America describes its culture as in-office, with expectations and flexibility based on role responsibilities and business needs. This is a first-shift role scheduled for 40 hours per week. The listed pay range is $26.00–$32.50 per hour, with offers determined by experience, education, and skill set. The position is eligible for a formulaic incentive plan and benefits, including paid time off.

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, focus on results, and commitment to acting in the client's best interest.
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 adjust to changing circumstances.
Strong critical-thinking and problem-solving skills.
Effective time-management and organizational skills, including prioritizing and handling 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 due to state laws.
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.
Skills include 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.

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.

Responsibilities

Build and deepen client relationships by uncovering financial needs and recommending appropriate 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.
Use expertise to work with clients who have more complex financial needs.
Partner with teams to provide consumer and small business solutions, services, and strategies, helping clients navigate personal financial 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 day-to-day activities such as opening accounts, account maintenance, and Digital Assisted Shopping.
Manage client interactions in the best interests of the bank and its clients while complying with regulatory requirements.
Work weekends and/or extended hours when required, potentially at any financial center within a reasonable distance.