Senior Banker II - One Flatbush Financial Center

Bank of America • New York, NY

1d • $26 - $33 • Onsite

About The Position

At Bank of America, 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 other 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 banker builds and deepens client relationships by understanding financial needs, recommending suitable products and services, and helping clients navigate personal and small business banking options. The role also supports clients in using self-service technologies, delivers accurate and compliant transactions, and contributes to a strong client experience and operational excellence. The position is based at One Flatbush Financial Center in Brooklyn, New York, and is an in-office role. It is a 40-hour-per-week, first-shift position.

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 a 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 needs-based solutions for new and existing clients.
• Strong written and verbal communication skills.
• Ability to communicate effectively and 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, and prioritization skills, including the ability to perform multiple tasks simultaneously.
• Must be a commissioned notary or be able to obtain a notary commission in the state of employment within a few months of starting; timing 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 qualification, or equivalent.
• Skills include active listening, business acumen, customer and client focus, oral communication, problem solving, account management, client experience branding, client management, client solutions advisory, relationship building, business development, pipeline management, prospecting, referral identification, and referral management.

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 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 appropriate products, services, and solutions.
• Respond to customer inquiries and concerns and develop 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, including 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 interacting with clients who have more complex financial needs.
• Partner with teams to provide consumer and small business solutions, services, and strategies, and help clients navigate their 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 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 its clients while complying with regulatory requirements.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Formulaic incentive plan eligibility, with opportunities that may be monthly, quarterly, and/or annual and based on performance against defined metrics.
• Industry-leading benefits and employee resources and support.

What This Job Offers

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