Senior Banker II - North Waltham Financial Center

Bank of America • Waltham, MA

14d • Onsite

About The Position

At Bank of America, the Senior Banker II helps individual and small business clients identify personal banking needs, recommends appropriate solutions, and connects clients with specialists. The role combines client service requests with transactional work, including in-person and inbound-call support. Bankers proactively engage clients, follow up consistently, and manage complex and diverse client interactions.

The position builds and deepens client relationships by understanding financial needs and presenting suitable banking products and services. It also supports clients in using self-service technologies, delivers accurate and compliant account services, and partners with teams to address consumer and small business needs. The role is based at the North Waltham Financial Center and follows an in-office culture. It is a 40-hour-per-week, first-shift role, with weekend and/or extended-hours work required; scheduling may include any financial center within a reasonable distance.

Requirements

• At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
• Be an enthusiastic, highly motivated self-starter with a strong work ethic and focus on results and client interests.
• Collaborate effectively and build and nurture strong relationships.
• Show passion, commitment, and drive to improve clients' financial lives.
• Confidently identify 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 adapt to changing circumstances.
• Strong critical-thinking and problem-solving skills.
• Effective time-management, organization, prioritization, and multitasking skills.
• Be a commissioned notary or successfully obtain a notary commission in the state of employment within a few months of the start date; the exact timeframe varies by location.
• Ability 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 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.
• 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 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.
• Use expertise from prior roles to engage with clients who have more complex financial needs.
• Partner with teams to provide consumer and small business solutions, services, and strategies.
• Assist, educate, and train clients in using self-service technologies for simple transactions.
• Use available resources, technologies, and processes to improve the client experience and deliver operational excellence and accuracy.
• Follow established processes, laws, and guidelines for daily activities such as account opening, account maintenance, and Digital Assisted Shopping.
• Manage client interactions in the best interests of the bank and clients while meeting regulatory requirements.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Resources and support for employees' physical, emotional, and financial wellness.
• Formulaic incentive-plan eligibility, with incentives based on performance against defined metrics.

What This Job Offers

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