Senior Banker II - Silver Lake-Glendale Financial Center

Bank of America • Los Angeles, CA

2d • Onsite

About The Position

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

The Senior Banker builds and deepens client relationships by identifying financial needs and recommending relevant products and services, such as checking and savings accounts, credit cards, certificates of deposit, IRAs, and loans. The role collaborates with partners and teams to address client priorities, supports clients in using self-service technologies, and uses available tools and processes to deliver accurate, operationally excellent service while managing risk and complying with regulatory requirements.

Bank of America describes its culture as focused on Responsible Growth, inclusion, collaboration, career development, and teammate wellness. The company is committed to an in-office culture, with flexibility based on role responsibilities and business needs. This position is based at the Silver Lake-Glendale Financial Center in Los Angeles, California. It is a first-shift role with 40 hours per week and requires weekend and/or extended-hours availability, including possible scheduling at nearby financial centers.

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 and comfort engaging 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 multitasking skills.
• 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.
• Must be able to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.

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 prior experience using laptop technology.

Responsibilities

• Build and deepen client relationships by uncovering financial needs and recommending appropriate 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, 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.
• Serve clients with more complex financial needs, drawing on expertise from prior roles.
• 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 client experience and operational excellence and accuracy.
• Follow established processes, laws, and guidelines in daily activities, including account opening, account maintenance, and Digital Assisted Shopping.
• Manage client interactions by choosing an appropriate course of action for the bank and its clients and complying with regulatory requirements.
• Work weekends and/or extended hours as required, potentially at any financial center within a reasonable distance.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Resources and support for employees.
• Formulaic incentive plan eligibility, with opportunities that may be monthly, quarterly, and/or annual and are based on performance against defined metrics.
• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.

What This Job Offers

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