Senior Banker II - 51st and Capitol Financial Center

Bank of America•Oak Creek, WI

26d•Onsite

About The Position

At Bank of America, the Senior Banker II helps individual and small business clients uncover personal banking needs, receive appropriate solutions, and connect with specialists. The role balances client service requests with transactional activities, including in-person and inbound-call interactions. Bank of America emphasizes Responsible Growth, an inclusive and supportive workplace, and an in-office culture that promotes collaboration, engagement, and career development. The Senior Banker II builds and deepens client relationships, recommends banking products and services, and handles complex client engagements with consistent follow-up. The role also helps clients use self-service technologies, collaborates with internal partners, manages transaction risk, and follows applicable processes, laws, and regulatory requirements. This position is scheduled for 40 hours per week on first shift and may require weekend or extended hours and work at a nearby financial center.

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 in 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 and confidence 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, and prioritization skills, with the ability to perform multiple tasks simultaneously.
Must be a commissioned notary or successfully obtain a notary commission in the state of employment within a few months of the role’s start date; timeframe varies by location and state law.
Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.
High school diploma, GED, secondary school education, 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 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 previous 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 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 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 experience from prior roles to engage with clients whose financial needs are more complex.
Partner with teams to provide consumer and small business solutions, services, and strategies, helping 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 provide accurate operational execution.
Follow established processes, laws, and guidelines when performing activities such as opening accounts, account maintenance, and Digital Assisted Shopping.
Manage client interactions by choosing appropriate actions for the bank and clients and complying with regulatory requirements.
Conduct consistent client follow-up and balance service requests with transactional activities, including in-person and inbound-call delivery.