Senior Banker II - Wells Financial Center

Bank of America • Wells, MN

4d • $26 - $33 • 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 service requests and transactional activities, including in-person service and inbound calls. It involves proactively engaging clients, conducting consistent follow-up, and handling complex and varied client interactions.

The banker builds and deepens client relationships by identifying financial needs and recommending suitable banking products, services, and solutions. The role supports clients with banking transactions and account needs, refers clients to partners for licensed sales functions, manages risk, and follows applicable processes and regulatory requirements. The position is based at the Wells Financial Center in Wells, Maine, and is an in-office role. The position works 40 hours per week on first shift and may require weekends or extended hours.

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 deliver an experience that improves 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 skills and ability to organize, prioritize, and 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; the timeframe varies by location due to state laws.
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.
• High school diploma, GED, secondary school credential, 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 in an environment with individual and/or team goals where goals 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 create customized solutions.
• Introduce and fulfill banking products, including checking and savings accounts, credit cards, CDs, IRAs, and loans.
• Identify client needs for licensed sales functions and refer clients to Merrill, Lending, and Small Business partners.
• 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, and help clients navigate their life priorities.
• Assist, educate, and train clients on simple transactions using self-service technologies.
• Use available resources, technologies, and processes to optimize client experience and deliver operational excellence and accuracy.
• Follow established processes, laws, and guidelines when opening accounts, maintaining accounts, and performing Digital Assisted Shopping.
• Manage client interactions in the best interests of the bank and clients while complying with regulatory requirements.

Benefits

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

What This Job Offers

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