Senior Banker II - Northampton Center Financial Center

Bank of America • Northampton, MA

3d • $26 - $33 • Onsite

About The Position

The Senior Banker II helps uncover the personal banking needs of individual and small business clients, offers appropriate solutions, and connects clients with specialists. The role balances service requests and transactional activities, including in-person interactions and inbound calls. It involves proactively engaging clients, following up consistently, and handling complex and diverse client interactions.

The position partners with teams to provide consumer and small business solutions, services, and strategies; educates clients on self-service technologies; and uses available resources and processes to support an accurate, effective client experience. The Senior Banker II also performs activities such as account opening and maintenance in accordance with established processes, laws, and regulatory requirements, and responds to client inquiries with tailored solutions.

This is a 40-hour-per-week, first-shift role at the Northampton Center Financial Center in Northampton, Massachusetts. The position is eligible for a formulaic incentive plan and benefits. The stated hourly pay range is $26.00–$32.50, with offers determined by experience, education, and skill set.

Requirements

• At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment; alternatively, at least six months in a qualifying Bank of America role: Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS).
• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results while 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.
• Effective time-management, organization, and prioritization skills, including the ability to handle multiple tasks simultaneously.
• Must be commissioned as a 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.
• Must be able to work weekends and/or extended hours and travel to any financial center location 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 previous experience using laptop technology.

Responsibilities

• Partner with teams to provide financial center clients with consumer and small business solutions, services, and strategies based on their personal banking needs and 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 day-to-day activities such as opening accounts, account maintenance, and Digital Assisted Shopping.
• Manage client interactions by choosing appropriate courses of action for the bank and its clients and complying with regulatory requirements.
• Respond to customer inquiries and concerns and create customized solutions through in-person interactions and inbound calls.
• Proactively connect with clients and conduct consistent follow-up routines.
• Balance service requests and other transactional activities.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Formulaic incentive-plan eligibility, with incentives earned based on performance against defined metrics.

What This Job Offers

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