Senior Banker II - Harwoods Mill Financial Center

Bank of America • Grafton, ND

8d • $26 - $33 • Onsite

About The Position

The Senior Banker II helps individual and small business clients identify personal banking needs, recommends appropriate banking solutions, and connects clients with specialists. The role balances service requests and transactional activities, including in-person and inbound-call support, with proactive client engagement and consistent follow-up. It also handles complex client interactions and applies expertise to clients with more involved financial needs.

The position introduces and fulfills banking products, supports clients with consumer and small business solutions, manages transaction risk, and ensures operational accuracy and compliance with established processes, laws, and regulatory requirements. The role also helps clients use self-service technologies and uses available resources and technology to deliver a strong client experience.

This is an in-office position at the Harwoods Mill Financial Center in Grafton, Virginia. The role is scheduled for 40 hours per week on first shift and may require weekend or extended hours, including work at another nearby financial center. The position is eligible for formulaic incentives 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 and client interests.
• 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 communicate confidently and engage 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 able to obtain a notary commission in the state of employment within a few months of starting; the exact timeframe varies by location.
• Must be able to work weekends and/or extended hours and may be scheduled at any financial center within a reasonable distance.
• High school diploma, GED, secondary school, 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 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 previous experience using laptop technology.

Responsibilities

• Build and deepen client relationships by uncovering financial needs and recommending suitable 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 client 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.
• Apply expertise from prior roles when engaging with clients who have more complex financial needs.
• 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 client experience and operational excellence and accuracy.
• Follow established processes, laws, and guidelines for day-to-day activities, including account opening, account maintenance, and Digital Assisted Shopping.
• Manage client interactions in the best interests of the bank and clients while complying with regulatory requirements.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Formulaic incentive plan eligibility, with opportunities that may be monthly, quarterly, and/or annual and are earned based on performance against defined metrics.

What This Job Offers

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