Senior Banker II - Highland Park Financial Center

Bank of America • Highland Park, NJ

7d • $26 - $33 • Onsite

About The Position

At Bank of America, the Senior Banker II helps individual and small business clients uncover personal banking needs, recommends appropriate solutions, and connects clients with specialists. The role balances service requests with transactional activities, including in-person service and inbound calls. It involves proactive client outreach, consistent follow-up, and handling complex and varied client engagements.

The Senior Banker II builds and deepens client relationships by identifying financial needs and recommending products and services. The role introduces and fulfills banking products, supports clients with customized solutions, and partners with teams and specialists to address consumer and small business needs. The banker also helps clients use self-service technologies, applies available resources and processes to deliver an accurate and effective client experience, and follows applicable operational, legal, and regulatory requirements.

This is an in-office role based at the Highland Park Financial Center in New Jersey. The position is a 40-hour-per-week, first-shift role, and may require weekend or extended-hour work and scheduling at another nearby financial center. Pay is $26.00–$32.50 per hour, depending on experience, education, and skill set. The position is eligible for a formulaic incentive plan and benefits.

Requirements

• At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
• Be an enthusiastic, highly motivated self-starter with a strong work ethic and a results focus, acting in the client's best interest.
• Collaborate effectively and build and nurture strong relationships.
• Demonstrate passion, commitment, and drive to improve clients' financial lives.
• Confidently identify needs-based solutions for new and existing clients.
• Strong written and verbal communication skills.
• Communicate effectively and confidently and be comfortable 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, organization, prioritization, and ability to manage multiple tasks simultaneously.
• 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 due to state laws.
• Ability 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.

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 such as Merrill, Lending, and Small Business.
• Quote rates, terms, and programs for banking solutions.
• Manage risk in business, product, and service transactions using available tools.
• Engage with clients who have increasingly complex financial needs, leveraging expertise from prior roles.
• Partner with teams to provide consumer and small business solutions, services, and strategies and help clients navigate their priorities.
• Assist, educate, and train clients on 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 for activities such as opening accounts, account maintenance, and Digital Assisted Shopping.
• Manage client interactions by choosing appropriate courses of action for the bank and clients and complying with regulatory requirements.

Benefits

• Industry-leading benefits.
• Access to paid time off.
• Resources and support for employees.
• Eligibility to participate in a formulaic incentive plan based on performance against defined metrics.

What This Job Offers

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