Senior Banker II - Silver Lake-Glendale Financial Center

Bank of America•Los Angeles, CA

4d•$26 - $33•Onsite

About The Position

At Bank of America, this role helps uncover the personal banking needs of individual and small business clients, offers appropriate solutions, and connects clients with specialists. The Senior Banker II balances service requests and transactional activities, including in-person service and inbound calls, while proactively connecting with clients, following up consistently, and handling complex client engagements. The role builds and deepens client relationships by identifying financial needs and recommending suitable products, services, and solutions. It introduces and fulfills banking products, supports clients with inquiries and customized solutions, and refers clients to partners for licensed sales needs. The Senior Banker II also manages transaction risk, supports clients using self-service technologies, and follows established processes, laws, and regulatory requirements to deliver accurate, operationally excellent service. The position is based at the Silver Lake-Glendale Financial Center in Los Angeles, California. Bank of America describes its culture as in-office, with flexibility based on role responsibilities and business needs. The role is a 40-hour-per-week, first-shift position and may require weekend or extended-hour scheduling, including at a nearby financial center. It offers hourly pay of $26.00–$32.50, with offers based on experience, education, and skills, and is eligible for formulaic incentives and benefits.

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 the client’s best interest.
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 confidently 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.
Effective time management, organization, prioritization, and ability to perform multiple tasks simultaneously.
Must be a commissioned notary or be able to obtain a notary commission in the state of employment within a few months of starting; exact timing varies by location and state law.
Ability to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.
High school diploma, GED, secondary school, 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.
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, certificates of deposit, 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.
Engage with clients whose financial needs are more complex, applying expertise from a prior role.
Partner with teams to provide consumer and small business solutions, services, and strategies, and help 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 accuracy.
Follow established processes, laws, and guidelines for activities such as account opening, account maintenance, and Digital Assisted Shopping.
Manage client interactions in the best interests of the bank and its clients while complying with regulatory requirements.