Senior Banker II - 30th and Fowler Financial Center

Bank of America•Omaha, NE

20d•Onsite

About The Position

At Bank of America, the Senior Banker II helps uncover the personal banking needs of individual and small business clients, recommends appropriate solutions, and connects clients with specialists. The role balances service requests and transactional work, including in-person interactions and inbound calls, with proactive client outreach, follow-up, and handling complex client engagements. The position works with clients to build relationships, identify financial needs, and introduce banking products and services. It supports clients with transactions and self-service technologies, partners with other teams to provide consumer and small business solutions, and uses available resources and processes to deliver a strong client experience with operational accuracy. The banker manages risk and complies with applicable processes, laws, guidelines, and regulatory requirements. The position is open across the market. The specific Financial Center location will be based on business needs. If offered the position, the employee will train at one financial center and may later move to another location within a reasonable commuting distance of home, to the extent permitted by law. Bank of America describes its approach as an in-office culture, with role-specific flexibility based on responsibilities and business needs.

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 adapt to changing circumstances.
Strong critical-thinking and problem-solving skills.
Effective time-management, organization, and prioritization skills, including 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 starting; the timeframe varies by location and state law.
Must be able to work weekends and/or extended hours, which may include scheduling at any financial center within a reasonable distance.
High school diploma, GED, secondary school credential, 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 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 suitable products, services, and solutions.
Respond to customer 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 needs for licensed sales functions and refer clients to partners such as 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 with clients who have more complex financial needs.
Partner with teams to provide consumer and small business solutions, services, and strategies while helping clients navigate personal 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 in the best interests of the bank and its clients while complying with regulatory requirements.