Senior Banker II - South Side Flats -

Bank of America • Pittsburgh, PA

3d • Onsite

About The Position

At Bank of America, Senior Banker II helps uncover the personal banking needs of individual and small business clients, recommends appropriate solutions, and connects clients with specialists. The role balances client service requests and 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 builds and deepens client relationships by identifying financial needs and recommending products, services, and solutions. Senior Banker II also supports financial center clients with consumer and small business strategies, helps clients use self-service technologies, and uses available resources and processes to deliver an accurate, high-quality experience. The role follows applicable processes, laws, guidelines, and regulatory requirements while managing risk in daily transactions.

Bank of America describes an in-office culture intended to support collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. The schedule is first shift, 40 hours per week, and may include weekends or extended hours and assignment to a nearby financial center.

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 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, prioritization, and ability to perform 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; the exact timeframe 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.
• 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 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.
• 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 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 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 engaging clients with more complex financial needs.
• Partner with teams to provide consumer and small business solutions, services, and strategies to financial center clients.
• Assist, educate, and train clients in conducting simple transactions through self-service technologies.
• Use available resources, technologies, and processes to optimize the client experience and deliver 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 clients while complying with regulatory requirements.

Benefits

• Affordable, competitive, and flexible benefits supporting teammates' physical, emotional, and financial wellness.
• Opportunities to learn, grow, and build a career.

What This Job Offers

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