Senior Banker II - North Waltham Financial Center

Bank of America • Waltham, MA

16d • $26 - $33 • Onsite

About The Position

At Bank of America, Senior Banker II helps individual and small business clients identify personal banking needs, recommends appropriate products and solutions, and connects clients with specialists. The role balances client service requests with transactional activities, including in-person service and inbound calls. It involves proactive client outreach, consistent follow-up, and handling complex and varied client engagements.

The banker builds and deepens client relationships, responds to inquiries and concerns, introduces and fulfills banking products, and partners with specialists in areas such as Merrill, Lending, and Small Business. The role also supports clients with self-service technology, uses available resources to deliver accurate and operationally excellent service, and follows applicable processes, laws, guidelines, and regulatory requirements.

The position is based at the North Waltham Financial Center in Waltham, Massachusetts. It is a first-shift role scheduled for 40 hours per week. Employees must be able to work weekends and/or extended hours and may be scheduled at another financial center within a reasonable distance.

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 deliver an experience that improves clients’ financial lives.
• Confidence identifying needs-based solutions for new and existing clients.
• 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 adjust to changing circumstances.
• Strong critical-thinking and problem-solving skills.
• Effective time-management and organizational skills, including the ability to prioritize and 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; the exact timeframe varies by location due to state laws.
• Must be able to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.
• High school diploma, GED, secondary school education, or equivalent.
• Must meet the stated minimum education requirement.

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 identifying 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.
• Engage with clients who have more complex financial needs, drawing on expertise from a prior role.
• 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 when performing 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 adhering to regulatory requirements.
• Balance service requests and transactional activities, including in-person and inbound-call delivery.
• Proactively connect with clients and conduct consistent follow-up routines.

Benefits

• Industry-leading benefits; the posting does not specify individual benefit types.
• Access to paid time off.
• Resources and support for employees.
• Eligibility to participate in a formulaic incentive plan with opportunities that may be monthly, quarterly, and/or annual and are based on performance against defined metrics.

What This Job Offers

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