Senior Banker II - Parker and Stroh

Bank of America•Denver, CO
•$26 - $33•Onsite

About The Position

At Bank of America, this role helps make financial lives better through client connections and supports Responsible Growth. The bank emphasizes an inclusive, caring workplace, career development, and support for teammates’ physical, emotional, and financial wellness. It maintains an in-office culture to support collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. The position is open across the market, and the specific Financial Center location will be based on business needs. The employee will train at one financial center and may later move to another location within a reasonable commuting distance of home, as permitted by applicable law. The Senior Banker II helps uncover personal banking needs for individual and small business clients, offers appropriate solutions, and connects clients with specialists. The role balances service requests and transactional activity, including in-person and inbound-call service. It involves proactively engaging clients, following up consistently, and handling complex and diverse client interactions. The position is based at a financial center and is scheduled for 40 hours per week on first shift. Pay is $26.00–$32.50 per hour, with offers based on experience, education, and skill set. 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.
  • Enthusiastic, highly motivated self-starter with a strong work ethic, focus on results, and commitment to acting in the client’s best interest.
  • 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 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 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 work within a few months of the role’s start date; exact timing varies by location and state law.
  • Must be able to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.
  • Minimum education: 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.

Responsibilities

  • Build and deepen client relationships by uncovering financial needs and recommending appropriate 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 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.
  • 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 personal financial priorities.
  • Assist, educate, and train clients in conducting simple transactions through self-service technologies.
  • Use available resources, technologies, and processes to optimize client experience and deliver operational excellence and accuracy.
  • Follow established processes, laws, and guidelines for day-to-day activities, including opening accounts, account maintenance, and Digital Assisted Shopping.
  • Manage client interactions by choosing an appropriate course of action for the bank and clients while abiding by regulatory requirements.
  • Work weekends and/or extended hours as required, potentially at any financial center within a reasonable distance.

Benefits

  • Benefits eligible; the posting describes industry-leading benefits, paid time off, and resources and support for employees.
  • Eligible to participate in a formulaic incentive plan, with opportunities potentially monthly, quarterly, and/or annual and earned based on performance against defined metrics.
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