Senior Banker II - Belmont Financial Center

Bank of America•Belmont, CA

10d•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 client service requests and transactional work, including in-person service and inbound calls. It involves proactive client outreach, consistent follow-up, and handling complex and diverse client engagements. The position is based at the Belmont Financial Center and follows the bank’s in-office culture and expectations. The Senior Banker II builds client relationships, addresses inquiries and concerns with customized solutions, introduces and fulfills banking products, and refers clients to partners for licensed sales functions. The role supports consumer and small business clients, helps them use self-service technologies, and uses available resources and processes to deliver an accurate, efficient client experience. The position also requires managing risk and complying with established processes, laws, guidelines, and regulatory requirements. This is a 40-hour-per-week, first-shift role, eligible for formulaic incentives and benefits.

Requirements

At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
High school diploma, GED, secondary school education, or equivalent.
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; the exact timeframe varies by location.
Able to work weekends and/or extended hours, including possible scheduling at another financial center within a reasonable distance.
Strong written and verbal communication skills, including confidence engaging clients in person and by phone.
Ability to identify solutions for new and existing clients based on their needs.
Strong critical-thinking and problem-solving skills.
Effective time management, organization, prioritization, and ability to perform multiple tasks simultaneously.
Ability to learn and adapt to new information and technology platforms, handle ambiguity, and adapt to changing circumstances.
Collaborates effectively, builds and nurtures relationships, and demonstrates a strong work ethic and focus on client interests and results.

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 or sales experience in a salary-plus-incentive environment.
Experience working toward 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 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, drawing on expertise from prior roles.
Partner with teams to provide consumer and small business solutions, services, and strategies.
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 account opening, account maintenance, and Digital Assisted Shopping.
Manage client interactions in the best interests of the bank and its clients while meeting regulatory requirements.
Work weekends and/or extended hours when required, potentially at another financial center within a reasonable distance.