Senior Banker II - Chatsworth Industrial Financial Center - Spanish Preferred

Bank of America • Chatsworth, CA

21d • Onsite

About The Position

At Bank of America, Senior Banker II helps individual and small business clients identify their personal banking needs, find appropriate banking solutions, and connect with specialists. The role balances client service requests and transactional activities, including in-person service and inbound calls. It also involves proactive client engagement, consistent follow-up, and managing complex and diverse client interactions.

The position works to build client relationships, recommend banking products and services, and support clients in navigating their financial priorities. It helps clients use self-service technologies, coordinates with teams and partners, and uses available tools and processes to provide an accurate, operationally excellent client experience while meeting risk and regulatory requirements.

This is an in-office role at the Chatsworth Industrial Financial Center. The schedule is first shift, 40 hours per week, and may include weekends or extended hours. 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.
• Strong work ethic, motivation, and focus on results while acting in the client's best interest.
• Ability to collaborate effectively and build and nurture strong relationships.
• 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 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 successfully obtain a notary commission in the state of employment within a few months of the role's start date; the timeframe varies by location.
• Must be able to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.
• High school diploma, GED, secondary school, or equivalent.

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 prior experience using laptop technology.
• Spanish language skills are preferred.

Responsibilities

• Build and deepen client relationships 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.
• Apply expertise to interactions involving clients with more complex financial needs.
• Partner with teams to provide consumer and small business solutions, services, and strategies.
• Assist, educate, and train clients on 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 for activities such as opening accounts, account maintenance, and Digital Assisted Shopping.
• Manage client interactions in the best interests of the bank and clients while meeting regulatory requirements.
• Handle service requests and transactional activities, including in-person and inbound-call service.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Resources and support for employees.
• Formulaic incentive plan with monthly, quarterly, and/or annual incentive opportunities based on performance against defined metrics.

What This Job Offers

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