Senior Banker II - Mechanicsville Financial Center

Bank of America • Mechanicsville, VA

1d • 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 to specialists. The role combines relationship-building and complex client engagements with service requests and transactional activities, including in-person and inbound-call support. The position is based at the Mechanicsville Financial Center and is an in-office role. The schedule is first shift, 40 hours per week, and may include weekends or extended hours and assignments at nearby financial centers. The role is eligible for a formulaic incentive plan and benefits.

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 in the client’s best interest.
• Ability to collaborate effectively and build and nurture strong relationships.
• Passion, commitment, and drive to improve clients’ financial lives.
• Confidence identifying solutions for new and existing clients based on their needs.
• Strong written and verbal communication skills; ability to engage clients confidently 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 and organizational skills, including the ability to prioritize and 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 exact timeframe varies by location and state law.
• Ability to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.
• High school diploma, GED, secondary school diploma, or equivalent.

Nice To Haves

• Associate 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 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 create 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 expertise to serve clients with more complex financial needs.
• Partner with teams to provide consumer and small business solutions, services, and strategies, helping clients navigate their priorities.
• Assist, educate, and train clients in using self-service technologies for simple transactions.
• Use available resources, technologies, and processes to optimize the client experience and ensure operational excellence and accuracy.
• Follow established processes, laws, and guidelines when opening accounts, maintaining accounts, and conducting Digital Assisted Shopping.
• Manage client interactions in the best interests of the bank and clients while meeting regulatory requirements.
• Conduct consistent client follow-up and balance service requests with transactional activities, including in-person and inbound-call delivery.

Benefits

• Benefits eligibility
• Paid time off
• Formulaic incentive plan with opportunities that may be monthly, quarterly, and/or annual, earned based on performance against defined metrics
• Resources and support for employees

What This Job Offers

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