Senior Banker II - Cohasset Financial Center

Bank of America•Cohasset, MN

2d•$26 - $33•Onsite

About The Position

At Bank of America, this role supports the company’s purpose of helping make financial lives better through client connections and Responsible Growth. The bank describes an inclusive, caring workplace that supports teammates’ career development and physical, emotional, and financial wellness. The company maintains an in-office culture, with role-specific flexibility based on responsibilities and business needs. The Senior Banker II helps individual and small business clients uncover personal banking needs, recommends suitable solutions, and connects clients with specialists. The role balances service requests and transactional activities, including in-person service and inbound calls. It also involves proactive client outreach, consistent follow-up, and management of complex and diverse client engagements. This position is based at the Cohasset Financial Center in Cohasset, Massachusetts, and is a 40-hour-per-week, first-shift role. It is eligible for a formulaic incentive plan and benefits. The stated hourly pay range is $26.00–$32.50, with offers determined by experience, education, and skill set.

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 deliver an experience that improves 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 effectively and engage clients in person and by phone.
Ability to learn and adapt to new information and technology platforms, handle ambiguity, and respond to changing circumstances.
Strong critical-thinking and problem-solving skills to meet client needs.
Effective time-management, organization, prioritization, and 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; exact timing 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 qualification, or equivalent.
Skills listed include active listening, business acumen, customer and client focus, oral communication, 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 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 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 who have more complex financial needs.
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 deliver operational excellence and accuracy.
Follow established processes, laws, and guidelines in day-to-day activities, including account opening, account maintenance, and Digital Assisted Shopping.
Manage client interactions by choosing an appropriate course of action for the bank and its clients and complying with regulatory requirements.