Senior Banker II - Old Middleton Rd and Midvale

Bank of America•Madison, WI

4d•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 service requests and transactional activities, 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 in an in-office culture that emphasizes collaboration, engagement, and career development, with flexibility according to role responsibilities and business needs. The role is scheduled for 40 hours per week on the first shift.

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 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 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, organization, prioritization, and ability to perform multiple tasks simultaneously.
Commissioned notary, or ability to obtain a notary commission in the state of employment within a few months of the role's start date; exact timeframe varies by location and state law.
High school diploma, GED, secondary school diploma, or equivalent.
Ability 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 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 in 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 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 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.
Use expertise from prior roles to engage clients with more complex financial needs.
Partner with teams to provide consumer and small business solutions, services, and strategies, and help clients navigate their life priorities.
Assist, educate, and train clients in completing simple transactions using 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 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 while complying with regulatory requirements.
Work weekends and/or extended hours as required, and be available for scheduling at any financial center within a reasonable distance.