Senior Banker II

Bank of America • Oakland, CA

12d • $26 - $33 • Onsite

About The Position

At Bank of America, the Senior Banker II helps individual and small business clients uncover personal banking needs, find appropriate solutions, and connect with specialists. The role balances client 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 position is open across the market, with the specific Financial Center location determined by business needs. New hires train at one financial center and may later move to another location within a reasonable commuting distance of home, to the extent permitted by applicable law. The role is part of the first shift and is scheduled for 40 hours per week. It is based in an in-office culture, with expectations and flexibility depending on role responsibilities and business needs.

The role is eligible for a formulaic incentive plan, with opportunities that may be monthly, quarterly, and/or annual and are earned based on performance against defined metrics. The stated pay range is $26.00–$32.50 per hour; offers depend on experience, education, and skill set. The position is benefits eligible.

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 client 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.
• Ability to communicate confidently and effectively 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 able to obtain a notary commission in the state of employment within a few months of starting; the exact timeframe varies by location due to state laws.
• Must be able to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.
• High school diploma, GED, secondary school education, 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 working 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.
• 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 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 serve clients with more complex financial needs.
• Partner with teams to provide consumer and small business solutions, services, and strategies, and help clients navigate their priorities.
• Assist, educate, and train clients in using self-service technologies for simple transactions.
• Use available resources, technologies, and processes to optimize client experience and operational excellence and accuracy.
• Follow established processes, laws, and guidelines for daily 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 adhering to regulatory requirements.

Benefits

• Benefits eligibility
• Access to paid time off
• Resources and support for employees
• Formulaic incentive plan with potential monthly, quarterly, and/or annual incentives based on performance

What This Job Offers

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