Senior Banker II - Layton Crossing

Bank of America • Layton, UT

4d • Onsite

About The Position

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

The position builds and deepens client relationships by identifying financial needs and recommending products, services, and solutions. The Senior Banker II responds to inquiries, introduces and fulfills banking products, identifies needs for licensed sales functions and refers clients to partners, and supports clients with financial center consumer and small business solutions. The role also manages risk, assists clients with self-service technologies, and uses available tools and processes to deliver accurate, operationally excellent service while meeting regulatory requirements.

Bank of America describes an in-office culture that supports collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs. This position is 40 hours per week on first shift and requires weekend and/or extended-hour availability; teammates may be scheduled at financial center locations within a reasonable distance.

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 solutions for new and existing clients based on their needs.
• 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 adapt to changing circumstances.
• Strong critical-thinking and problem-solving skills.
• Effective time-management, organizational, and prioritization skills, including the 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 the role's start date; exact timeframe varies by location.
• 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.
• Ability to work a 40-hour week.

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 appropriate products, services, and solutions.
• Respond to client 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 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.
• Apply expertise from prior roles when engaging with clients who have 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 in day-to-day activities, including account opening, account maintenance, and Digital Assisted Shopping.
• Manage client interactions by choosing appropriate actions for the bank and its clients and complying with regulatory requirements.
• Proactively connect with clients and conduct consistent follow-up routines.
• Balance service requests and transactional activities, including in-person service and inbound calls.

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: Senior
• Education Level: High school or GED