Senior Banker II - Clemson Main Financial Center

Bank of America•Clemson, SC

5d•Onsite

About The Position

At Bank of America, Senior Banker II helps individual and small business clients uncover personal banking needs, find appropriate products and services, and connect with specialists. The role balances service requests and transactional activities, including in-person and inbound-call support, with proactive client outreach, consistent follow-up, and management of complex client engagements. The Senior Banker builds and deepens client relationships, responds to inquiries, recommends and fulfills banking solutions, and partners with teams to address clients’ financial priorities. The role also supports self-service technology adoption and uses available resources and processes to deliver an accurate, effective client experience while managing risk and complying with laws, regulations, and established procedures. 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. This position is scheduled for 40 hours per week on the first shift and may require weekends or extended hours, including assignment at a nearby financial center.

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.
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 effectively and confidently with 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, 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; the timeframe 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.
Minimum education: 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.
Skills: 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 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, including Merrill, Lending, and Small Business.
Quote rates, terms, and programs for banking solutions.
Manage risk in business, product, and service transactions using available tools.
Engage with clients who have more complex financial needs, drawing on expertise from a prior role.
Partner with teams to provide consumer and small business solutions, services, and strategies and help clients navigate 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 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 service requests and transactional activities, including in-person and inbound-call delivery; proactively connect with clients and conduct follow-up routines.