Senior Banker II - Old Middleton Rd and Midvale

Bank of America • Madison, WI

6d • Onsite

About The Position

At Bank of America, the Senior Banker II helps individual and small business clients uncover personal banking needs, offers appropriate solutions, and connects clients with specialists. The role balances service requests and transactional activities, including in-person and inbound-call delivery. It also involves proactively connecting with clients, consistent follow-up, and handling complex and diverse client engagements.

The Senior Banker builds and deepens client relationships by identifying financial needs and recommending suitable products, services, and solutions. The role introduces and fulfills banking products, supports clients with transactions and self-service technologies, and works with partners to address consumer and small-business needs. The position requires managing risk, following regulatory and operational requirements, and delivering accurate, client-focused service.

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 needs-based solutions for new and existing clients.
• Strong written and verbal communication skills.
• Ability to communicate confidently and engage clients in person and by phone.
• Ability to learn and adapt to new information and technology platforms, handle ambiguity, and respond to changing circumstances.
• Strong critical-thinking and problem-solving skills.
• Effective time-management, organization, prioritization, and multitasking skills.
• Must be a commissioned notary or successfully obtain a notary commission in the state of employment within a few months of the role’s start date; the precise timeframe varies by location and state law.
• Must be able to work weekends and/or extended hours, which may include scheduling 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.
• Skills in 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.

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, certificates of deposit, IRAs, and loans.
• Identify client 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.
• Use expertise 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 life priorities.
• Assist, educate, and train clients on 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 when performing day-to-day activities, including opening accounts, account maintenance, and Digital Assisted Shopping.
• Manage client interactions by choosing appropriate actions for the bank and its clients and complying with regulatory requirements.

Benefits

• Bank of America describes its benefits as affordable, competitive, and flexible, and says it supports teammates’ physical, emotional, and financial wellness.

What This Job Offers

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