Senior Banker II - West Loop Financial Center

Bank of America • Chicago, IL

12d • Onsite

About The Position

At Bank of America, this role helps individual and small business clients identify their personal banking needs, offers appropriate solutions, and connects clients with specialists. The position balances client service requests and transactional activities, including in-person service and inbound calls. Senior Bankers proactively connect with clients, follow up consistently, and handle complex and varied client engagements.

The role builds and deepens client relationships, recommends banking products and services, responds to inquiries, and supports clients in navigating their financial priorities. It also assists clients with self-service technologies and uses available resources and processes to deliver an accurate, efficient experience while managing risk and complying with applicable laws, regulations, and established procedures.

Bank of America describes its workplace as inclusive and focused on collaboration, engagement, and career development. This position is based at the West Loop Financial Center in Chicago, Illinois, and is an in-office role. The schedule is first shift, 40 hours per week, with weekend and/or extended-hour work required. Pay is $26.00–$32.50 per hour, with offers determined by experience, education, and skill set. The role is eligible for a formulaic incentive plan 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 and client interests.
• Ability to collaborate effectively and build and nurture strong relationships.
• Passion, commitment, and drive to improve clients’ financial lives.
• Confidence identifying needs-based solutions for new and existing clients.
• 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; exact timing varies by location and state laws.
• 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 diploma, 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 suitable 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 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 from prior roles when working with clients who have more complex financial needs.
• Partner with teams to provide consumer and small business solutions, services, and strategies to financial center clients.
• Assist, educate, and train clients on 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 for daily 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 while complying with regulatory requirements.
• Conduct consistent client follow-up and balance service requests with transactional activities, including in-person service and inbound calls.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Resources and support for employees.
• Formulaic incentive plan eligibility, with incentives based on performance against defined metrics.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED