Senior Banker II - Technology Park Financial Center - Bilingual Mandarin Required

Bank of America•Norcross, GA

1d•Onsite

About The Position

At Bank of America, the Senior Banker II helps uncover personal banking needs for individual and small business clients, offers appropriate solutions, and connects clients with specialists. The role balances service requests and transactional activities, including in-person service and inbound calls, while proactively engaging clients, following up consistently, and handling complex client interactions. The position builds and deepens client relationships by identifying financial needs and recommending suitable products, services, and solutions. It supports consumer and small business clients, helps them navigate financial priorities, and provides education on self-service technologies. The role also applies available resources and processes to deliver accurate, operationally excellent service while complying with applicable laws, guidelines, and regulatory requirements. This position is based in an in-office culture, with expectations that may vary according to role responsibilities and business needs. The employee must be able to work weekends and/or extended hours and may be scheduled at a financial center within a reasonable distance. The position requires 40 hours per week and is listed as first shift.

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, acting in the client's best interest.
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 solutions for new and existing clients based on their needs.
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 to meet client needs.
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, potentially at any financial center within a reasonable distance.
Bilingual Mandarin is required.
High School Diploma, GED, secondary school, or equivalent.
Availability to work 40 hours per week on 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 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 customer 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.
Handle client engagements involving increased complexity of financial needs.
Partner with teams to provide consumer and small business solutions, services, and strategies, and help clients navigate their 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 day-to-day activities such as opening accounts, 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.
Work weekends and/or extended hours as needed, including possible scheduling at a financial center within a reasonable distance.