Senior Banker II - Roseville

Bank of America•Roseville, CA

7d•Onsite

About The Position

At Bank of America, the Senior Banker II helps individual and small business clients identify personal banking needs, recommends appropriate solutions, and connects clients with specialists. The role balances service requests and transactional activities, including in-person interactions and inbound calls. It also involves proactively engaging clients, following up consistently, and handling complex client needs. The Senior Banker builds and deepens client relationships by understanding financial needs, responding to inquiries, and providing customized banking solutions. The role introduces and fulfills banking products, supports clients using self-service technologies, and partners with teams and specialists to help clients navigate their financial priorities. The position requires managing risk, following applicable laws and processes, and maintaining accurate, operationally excellent service. The position is based at the Roseville, Minnesota financial center. It is a first-shift role scheduled for 40 hours per week, with weekend and/or extended-hour work possible, including assignment at a nearby financial center. Pay is $26.00–$32.50 per hour, with the actual offer based on 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 acting in clients’ best interests.
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 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 adapt to changing circumstances.
Strong critical-thinking and problem-solving skills.
Effective time management and ability to organize, prioritize, and perform multiple tasks simultaneously.
Must be a commissioned notary or successfully obtain a notary commission in the state of work 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, which may include being scheduled at any financial center location within a reasonable distance.
High school diploma, GED, secondary school qualification, or equivalent.
40 hours per week; first shift.

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 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 client inquiries and concerns and develop customized solutions.
Introduce and fulfill banking products, including checking and savings accounts, credit cards, CDs, IRAs, and loans.
Identify needs requiring 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.
Handle client engagements involving increased complexity of financial needs, drawing on expertise from prior roles.
Partner with teams to provide consumer and small business solutions, services, and strategies to financial center clients.
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 for activities such as opening accounts, account maintenance, and Digital Assisted Shopping.
Manage client interactions by selecting an appropriate course of action for the bank and its clients while complying with regulatory requirements.
Work service requests and transactional activities, including in-person service and inbound calls.
Proactively connect with clients and conduct consistent follow-up routines.