Senior Banker II - Broomfield

Bank of America • Broomfield, CO

6d • Onsite

About The Position

At Bank of America, this role supports the company’s purpose of helping make financial lives better by serving clients, teammates, communities, and shareholders. The bank emphasizes an inclusive, collaborative in-office culture, career development, and teammate wellness. The position is open across the market; the specific financial center assignment is based on business needs. After training at one financial center, the employee may be assigned to another location within a reasonable commuting distance of home, as permitted by applicable law.

The Senior Banker II helps individual and small business clients identify personal banking needs, recommends appropriate solutions, and connects clients with specialists. The role combines relationship-building and proactive follow-up with service requests, transactions, in-person service, and inbound calls. It includes engaging with clients with more complex financial needs, introducing and fulfilling banking products, managing risk, and helping clients use self-service technologies. The position is in Broomfield, Colorado, is first shift, and is scheduled for 40 hours per week. The stated hourly pay range is $26.00–$32.50; offers depend on experience, education, and skill set. The role 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.
• 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; ability to engage confidently with 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 perform multiple tasks simultaneously.
• Commissioned notary, or ability to obtain a notary commission in the state of employment within a few months of starting; exact timeframe varies by location and state law.
• High school diploma, GED, secondary school qualification, or equivalent.
• Ability to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.

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 communications, 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 identifying financial needs and recommending suitable 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 needs involving 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 experience 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 personal financial priorities.
• Assist, educate, and train clients in conducting simple transactions using self-service technologies.
• Use available resources, technologies, and processes to improve 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 in the best interests of the bank and clients while complying with regulatory requirements.
• Balance service requests and transactional work, including in-person and inbound-call service, and conduct consistent client follow-up.
• Work weekends and/or extended hours when scheduled, including at a financial center within a reasonable distance.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Resources and support for employees.
• Formulaic incentive plan with monthly, quarterly, and/or annual incentive opportunities based on performance against defined metrics.
• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.

What This Job Offers

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