Senior Banker II - Londonderry Financial Center

Bank of America•Londonderry, VT

4d•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 managing complex and diverse client interactions. The position works with clients to build relationships, introduces and fulfills banking products, and supports consumer and small business financial needs. The banker helps clients use self-service technology, follows established processes and regulatory requirements, manages transaction risk, and uses available resources and technology to deliver accurate, effective service. Bank of America describes an in-office culture intended to support collaboration, engagement, and career development, with flexibility 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.
Commitment and drive to improve clients’ financial lives.
Confidence identifying needs-based solutions for new and existing clients.
Strong written and verbal communication skills; ability to engage clients in person and by phone.
Ability to learn and adapt to new information and technology platforms, handle ambiguity, and respond to changing circumstances.
Strong critical-thinking and problem-solving skills.
Effective time management, organization, prioritization, and ability to manage multiple tasks simultaneously.
Must be a commissioned notary or able to obtain a notary commission in the state of employment within a few months of starting; 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.
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 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 identifying financial needs and recommending suitable products, services, and solutions.
Respond to client inquiries and concerns and provide customized solutions.
Introduce and fulfill banking products, including checking and savings accounts, credit cards, CDs, IRAs, and loans.
Identify needs involving 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.
Use prior-role expertise to engage with clients who have more complex financial needs.
Partner with teams to provide consumer and small business solutions, services, and strategies.
Assist and educate clients in conducting simple transactions through self-service technologies.
Use available resources, technologies, and processes to improve the client experience and deliver operational accuracy.
Follow established processes, laws, and guidelines for daily activities, including account opening, account maintenance, and Digital Assisted Shopping.
Manage client interactions in the best interests of the bank and its clients while complying with regulatory requirements.