Senior Banker II - Mechanicsville Financial Center
About The Position
The Senior Banker II helps individual and small business clients identify personal banking needs, recommends appropriate solutions, and connects clients with specialists. The role balances service requests and transactional work, including in-person and inbound-call interactions, with proactive client outreach, consistent follow-up, and complex client engagements. The position is based at the Mechanicsville Financial Center and is part of Bank of America’s in-office culture. The Senior Banker builds and deepens client relationships, responds to inquiries, introduces banking products, and supports clients in navigating financial priorities. The role also helps clients use self-service technologies, applies available resources and tools to deliver accurate and effective service, and follows established processes and regulatory requirements. This position is scheduled for 40 hours per week on first shift and may require weekend or extended-hour work, including assignment to 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 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.
- Ability to communicate effectively and confidently 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 ability to perform 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 timing varies by location and state law.
- Must be able to work weekends and/or extended hours and may be scheduled at any financial center within a reasonable distance.
- High school diploma, GED, secondary school, or equivalent.
Nice To Haves
- Associate 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 toward 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 suitable products, services, and solutions.
- Respond to client inquiries and concerns and provide 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.
- 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 simple transactions using self-service technologies.
- Use available resources, technologies, and processes to optimize client experience and operational accuracy.
- Follow established processes, laws, and guidelines for daily 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.
Benefits
- Paid time off.
- Access to resources and support for employees.
- Formulaic incentive plan eligibility.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
