Senior Banker II - Harwoods Mill Financial Center

Bank of America • Grafton, MA

6d • Onsite

About The Position

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, while proactively engaging clients, following up consistently, and handling complex client interactions.

The position focuses on building client relationships, introducing and fulfilling banking products, managing risk, and delivering accurate, compliant service. The Senior Banker II also helps clients use self-service technologies and partners with teams to provide consumer and small business solutions. This is an in-office role at the Harwood's Mill Financial Center in Grafton, Virginia. The schedule is first shift, 40 hours per week, and includes weekends and/or extended hours as needed.

The role pays $26.00–$32.50 per hour, with offers based on experience, education, and skill set. It is eligible for a formulaic incentive plan and employee 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 and client interests.
• Ability to collaborate effectively and build and nurture strong relationships.
• 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, including confidence engaging clients in person and by phone.
• Ability to learn and adapt to new information and technology platforms, handle ambiguity, and adjust to changing circumstances.
• Strong critical-thinking and problem-solving skills.
• Effective time management, organization, prioritization, and ability to handle multiple tasks simultaneously.
• Must be a commissioned notary or successfully obtain a notary commission in the state of employment within a few months of starting, with the exact timeframe varying by location and state law.
• 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 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 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 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 whose financial needs are more complex.
• 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 client experience and operational 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 its clients while meeting regulatory requirements.

Benefits

• Paid time off.
• Access to resources and support for employees.
• Employee benefits; the role is currently benefits eligible.
• Eligibility to participate in a formulaic incentive plan based on performance against defined metrics.

What This Job Offers

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