Senior Banker II - Nampa

Bank of America•Nampa, ID
•Onsite

About The Position

At Bank of America, the Senior Banker II helps uncover the personal banking needs of individual and small business clients, offers appropriate solutions, and connects clients with specialists. The role balances service requests with transactional activities, including in-person service and inbound calls. It involves proactively engaging clients, following up consistently, and handling complex and diverse client interactions. The Senior Banker builds and deepens client relationships by identifying financial needs and recommending suitable products, services, and solutions. The role also supports clients with banking transactions, self-service technologies, and account services while following established processes, laws, regulatory requirements, and risk-management practices. Bank of America describes its culture as inclusive and supportive of teammate development and wellness, and states that the role is part of its in-office culture.

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 clients' 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 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 skills and ability to organize, 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; exact timing varies by location and state law.
  • High School Diploma, GED, secondary school, or equivalent.
  • Must be able to work weekends and/or extended hours.

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 toward 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 relationships with clients by uncovering financial needs and recommending appropriate 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 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.
  • Engage with clients whose financial needs are more complex, leveraging expertise from a prior role.
  • Partner with teams to provide consumer and small business solutions, services, and strategies to financial center clients.
  • 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 in daily activities, including opening accounts, account maintenance, and Digital Assisted Shopping.
  • Manage client interactions by choosing appropriate actions for the bank and its clients while complying with regulatory requirements.
  • Work weekends and/or extended hours, which may include assignment to any financial center within a reasonable distance.

Benefits

  • Affordable, competitive, and flexible benefits supporting teammates' physical, emotional, and financial wellness.
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