Senior Banker II - Parker and Stroh

Bank of America•Denver, CO

13d•Onsite

About The Position

At Bank of America, the Senior Banker II helps individual and small business clients uncover personal banking needs, find appropriate solutions, and connect with specialists. The role balances service requests and other transactional activities, including in-person service and inbound calls. It proactively engages clients, follows up consistently, and handles complex and diverse client interactions. The position is open across the market, and the specific Financial Center location will be determined by business needs. The employee will train at one financial center and may then move to another location within a reasonable commuting distance of home, as permitted by law. Bank of America maintains an in-office culture, with expectations based on role 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 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 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; exact timing varies by location and state law.
Must be able to work weekends and/or extended hours, including possible scheduling at any financial center 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.

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 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.
Apply expertise from prior roles when engaging with clients who have more complex financial needs.
Partner with teams to provide consumer and small business solutions, services, and strategies, helping clients navigate their financial 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 excellence and accuracy.
Follow established processes, laws, and guidelines for day-to-day activities, including account opening, account maintenance, and Digital Assisted Shopping.
Manage client interactions in the best interests of the bank and clients while complying with regulatory requirements.