Senior Banker II - North Monroe Financial Center

Bank of America•Tallahassee, FL

20h•Onsite

About The Position

At Bank of America, the Senior Banker II helps individual and small business clients uncover personal banking needs, offers appropriate solutions, and connects clients with specialists. The role balances client service requests and transactional activities, including in-person and inbound-call delivery. It involves proactively engaging clients, following up consistently, and managing complex and diverse client interactions. The banker builds and deepens client relationships, recommends banking products and services, responds to inquiries, and helps clients use self-service technologies. The role also supports operational accuracy and excellence, manages risk, and follows applicable processes, laws, guidelines, and regulatory requirements. The position is based in an in-office financial center environment, with role-specific flexibility determined by 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 in identifying needs-based solutions for new and existing clients.
Strong written and verbal communication skills and comfort engaging 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 employment within a few months of the role's start date; timeframe varies by location and state law.
Must be able to work weekends and/or extended hours, which may include assignment to 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 working 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 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 and help clients navigate life 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 daily activities, including account opening, account maintenance, and Digital Assisted Shopping.
Manage client interactions by choosing appropriate actions for the bank and clients while complying with regulatory requirements.
Work weekends and/or extended hours as required, potentially at any financial center within a reasonable distance.