Senior Banker II - Highland Park Financial Center

Bank of America•Highland Park, IL

5d•Onsite

About The Position

At Bank of America, the Senior Banker II helps uncover the personal banking needs of individual and small business clients, offers appropriate solutions, and connects clients with specialists. The role balances client service requests with transactional activities, including in-person service and inbound calls. It involves proactive client outreach, consistent follow-up, and handling complex and diverse client engagements. The position is based at the Highland Park Financial Center and is an in-office role. The schedule is first shift, 40 hours per week, with weekend and/or extended hours required; work may be scheduled at any financial center within a reasonable distance. The Senior Banker II builds and deepens client relationships by identifying financial needs and recommending suitable products, services, and solutions. The role introduces and fulfills banking products, refers clients to licensed sales partners when appropriate, manages transaction risk, and helps clients use self-service technologies. The banker follows established processes and regulatory requirements while delivering accurate, operationally excellent client service. This role pays $26.00–$32.50 per hour, with offers determined by experience, education, and skill set. It is eligible for a formulaic incentive plan and benefits, including access to paid time off and employee support resources.

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 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 needs-based solutions for new and existing clients.
Strong written and verbal communication skills and comfort 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 and organizational skills, including prioritizing and managing multiple tasks.
Must be a commissioned notary or successfully obtain a notary commission in the state of employment within a few months of the 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.
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 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 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 to engage 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 personal 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 accuracy.
Follow established processes, laws, and guidelines when opening accounts, maintaining accounts, and providing Digital Assisted Shopping.
Manage client interactions in the best interests of the bank and clients while complying with regulatory requirements.
Work weekends and/or extended hours as required, including possible scheduling at another financial center within a reasonable distance.